Your client needs tax planning, estate planning, or charitable giving advice in connection with a transaction

Offering Full-Service, Permanent, Hourly, Part-time & Project based Customized Fractional CFO, Controller, Operational Accounting, & Consulting

You are considering estate planning and/or transfer tax planning.

someone in your network needs interim or project-based finance and accounting support.

you are looking for someone to build a collaborative team to assist an owner in strategic activities to build and more attractive and valuable business, or to assist in the sell side diligence support for a transaction.

Call ZHS when you need top talent, strategic HR solutions, help scaling your team, or expert guidance to solve workforce challenges and align HR with business goals.

Opportunities to advise business owners on preparing for the transition

you need to make more money or pay lesstax.

I specialize in mergers and acquisitions, partner buyouts, debt restructuring, and SBA loans. With years of experience, I help entrepreneurs and business owners navigate complex transactions & secure the capital they need

You have questions about ESOPs or clients who may be interested in learning whether an ESOP may be an appropriate strategy to address their planning needs.