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Consulting Services

Below is a selection of consulting services we offer. We have financial professionals that can assist you with your business or personal needs. If you do not see your needs listed below, please contact us for more information.

Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Financial Planning


A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.


Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

Valuation Services

Business owners need to know an estimate of the value of their business, for potential sales, acquisitions, litigation, succession planning or estate planning. TBL has accredited, seasoned personnel to help you through this complex process.


Litigation Support Services

Quantification of economic or financial damages can be crucial to your existing or pending litigation. Expert witness analysis and testimony can make or break your case. TBL's team of Litigation Support professionals have accumulated the real-world experience, skill, and resourcefulness to provide objective, independent analysis and credible expert testimony throughout every phase of a dispute. Our team has cultivated years of practice across a wide array of industries, to provide accurate and reliable analysis into marital dissolution issues, business interruption claims, partnership disputes, business valuations, bankruptcies, and other civil dispute cases.

How can we help?

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