Business Consulting

We provide a wide range of management and business consulting services to our clients. The firm's principal, Mort Dana, with management experience in a Fortune 100 company and the "Big 4" international accounting firms, an MBA degree from USC and a real estate broker's license is well positioned to help his clients with business and management advice.

We listen to our clients, understand their business, understand the market and the environment in which they operate and provide custom solutions for their specific business problems and issues.

Our business and management consulting services includes:

• Financial review of business Buy and Sell Agreements
• Income property evaluation and cash flow analysis
• Independent Financial Planning for the business and its owners
• Independent investment advice
• Business acquisition evaluation
• Break-even analysis and cost & profit analysis
• Budgeting for business and family
• Pension plan and retirement planning consulting
• General business consulting

We offer FREE initial consultation to discuss our management and business consulting services. Call us today at (818) 380-1880 to find out what we can do for you.