Wealth Management
With wealth management services, focus on understanding your personalized goals and developing a customized wealth investment strategy centered on financial planning and asset management that can make your life’s aspirations a reality.**
**Investment advisory services offered through Sikich Financial, an SEC Registered Investment Advisor. Securities offered through Triad Advisors, member FINRA and SIPC.
BUSINESS SUCCESSION PLANNING
Strategically transition your business to the next generation of successors while maximizing enterprise value, achieving your personal and financial goals and driving your legacy for years to come.
Learn MoreBusiness Transformation
Whether your business is seeking to enhance day-to-day operations or processes, reduce costs, reorganize following a merger or acquisition or optimize new technology, our team delivers practical, realistic, right-fit solutions tailored to your needs.
Learn MoreFORENSIC & VALUATION
From valuation and dispute advisory to investigations and forensic technology, forensic and valuation services support businesses through litigation, dispute advisory, fraud and investigative matters.
Learn MoreGOVERNANCE, RISK & COMPLIANCE SERVICES
Help your business reach its fullest potential, unlock confidence, and maximize performance by leaning on our experts to be your strategic shield in a dynamic business world.
Learn MoreINSURANCE SERVICES
Build a strong foundation to help you meet your financial goals, safeguard your wealth and protect your assets.
Learn MoreInternal Audit Services
From an increased need for information security to transitioning away from traditional hierarchical structures, the uncertain path for many businesses has only increased the need for shareholder assurance. We’re experts in process and control who develop custom strategies tailored to your business’s unique goals.
Learn MoreLender Services
As a lender, your duty is to extend loans with knowledge and confidence. Sikich LLP’s asset-based lending services offer an objective collateral evaluation, employing a meticulous risk assessment process to ensure these investments pave the way for future opportunities.
Learn MoreMARKETING & COMMUNICATIONS – THE AGENCY
Position your brand for optimal coverage across your client base, industry and target audience all while telling a captivating story that builds relationships and enhances customer retention.
Learn MoreRETIREMENT Plan services
Deliver 401(k), 403(b), 457 and other retirement plan options to your employees to attract and retain top talent with expertise and support from retirement plan service professionals.**
**Investment advisory services offered through Sikich Financial, an SEC Registered Investment Advisor. Securities offered through Triad Advisors, member FINRA and SIPC.
Learn MoreSITE SELECTION & INCENTIVES
Adding jobs, making capital investments or increasing square footage? Minimize risk and maximize return on your expansion project with our team.
Learn MoreWORKFORCE RISK MANAGEMENT
Providing a continuum of support in addressing violence prevention across the full and changing spectrum of behavioral risks.
Learn More
