Many relationships start with a specific need. These are some of the areas where MGA can assist: strategic business planning, business valuation, mergers and acquisition assistance. Talk with us about your particular situation, so your MGA team can take a holistic approach to your needs.

  • New business formation - structuring and analysis
  • Strategic business planning
  • Family office services
  • Estate planning
  • Cash flow management
  • Cost segregation studies
  • Business valuation
  • Bank financing assistance
  • Succession planning
  • Litigation support services
  • Mergers and acquisitions assistance
  • Insurance planning & support
  • Wealth management planning & support
  • Your Problem to Solve