Business enterprise valuations; real estate valuations; securities arbitrage calculations services; insurance brokerage; asset management advisory services, namely, cash management, estate trusts management and trustee services; financial services, namely, financial portfolio management; financial and estate planning; financial analysis, consultation; registered investment advisor services such as fund, mutual fund and real estate investments; investment advice; investment brokerage; investment consultation and investment management; financial consultation for community based charities; conducting financial feasibility studies; Tax compliance analysis and tax consulting; general business consulting; inventory control; business management assistance; merger and acquisition consulting; marketing consulting; executive recruitment; human resources consulting; bookkeeping; and healthcare insurance claims audits; business auditing; Business and government auditing services in the field of information assurance; auditing of retirement plans; financial auditing of charities; conducting economic feasibility studies.; Litigation support services; regulatory compliance assurance consulting services in the field of healthcare.
Financial services, namely, investment banking, securities brokerage services; business brokerage; Business consultation in the field of business continuity and succession planning, business transition, business appraisals, purchases and sales.; Capital Advisors
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