Business advisory services
Let’s guide your business forward.
Regulatory, Quality and Compliance
We simplify complexity for regulated industries, streamlining processes and deploying practical tech that drives real results.
Transaction Advisory Services
From pre-close to post-close, manage your M&A transactions with unique solutions in buy-side and sell-side advisory and due diligence.
Investment Banking
Reach a favorable outcome while minimizing business interruption during M&A and capital structuring.
Wealth Management
We help you turn goals into action with personalized financial planning and wealth strategies, built to make your aspirations real.
Business Succession Planning
We help you plan a smooth succession that protects value, supports your goals and strengthens your long-term legacy.
Business Transformation
Whether optimizing processes or managing change, we provide practical, tailored solutions that make your operations stronger.
Forensic and Valuation
For litigation, disputes and fraud, we offer grounded forensic and valuation expertise you can rely on.
Insurance Services
Build a strong foundation to help you meet your financial goals, safeguard your wealth and protect your assets.
Lender Services
Make informed lending decisions with precise collateral evaluations that strengthen your risk position and future opportunities.
Internal Audit Services
In a changing landscape, we strengthen assurance with clear, customized process and control strategies built around your goals.
Marketing and Communications
With The Agency at Sikich, position your brand for impact through clear storytelling that strengthens reach, relationships and loyalty.
Retirement Plan Services
Offer competitive 401(k), 403(b), 457 and other plans that attract top talent — backed by expert retirement plan guidance and support.
