Otegrity’s Business Advisory Solutions

Our Business Advisory team gives your company cost-effective, time-saving solutions to your everyday business needs so that you can foster your company’s growth. Ranging from marketing analysis to business performance management, our services are customized to fit your business model.

ACCOUNTING SERVICES

OUTSOURCED CHIEF FINANCIAL OFFICER

TAX REDUCTION/ELIMATION PLANNING

PROCESS IMPROVEMENT

ASSET PROTECTION PLANNING

WORKING CAPITAL SOLUTIONS

EXIT/SUCCESSION PLANNING

FINANCIAL STATEMENT PREPARATION

PUBLIC COMPANY FINANCIAL REPORTING

MERGERS AND ACQUISITIONS

FINANICIALLY-FOCUSED ESTATE PLANNING

SUCCESSION PLANNING CHARITABLE

GIVING PLANNING

CAPITAL / DEBT RAISE

We have assisted companies for the past 20 years with various services as noted above to enable business growth. We continue to provide services in the privately held, publicly-traded and non-profits arenas at all levels of the organization. We specialize in equity-backed companies seeking to drive shareholder value.