Business Management Services

Our team has more than 35 years of experience serving as a personal CFO and advisor to entertainment professionals and other high-net-worth individuals.

Our Partners

We assist our clients by supervising and managing their day-to-day financial affairs and business concerns, and we do so by working cooperatively with our clients’ other trusted providers including:

• Agents
• Attorneys
• Auto Brokers
• Contractors
• Executive Directors
• Insurance Agencies
• Investment Financial Advisors
• Mortgage Brokers
• Pension Administrators
• Personal Managers
• Project Managers
• Real Estate Agents

Services

We offer sound planning and meaningful advice in all aspects of clients’ personal and business matters including:

• Cash management and financial planning
• Insurance coordination
• Investment guidance
• Tax, trust and estate planning
• Tax preparation
• Payroll management
• Bookkeeping and check writing
• Implementing retirement and pension plans
• Real estate and large asset purchases

Name, Image and Likeness (NIL) Management and Consulting

Whether you're signing your first deal or scaling your brand, our NIL advisory team offers end-to-end support. Get help with tax preparation, LLC formation, brand development, contract negotiation and mentorship tailored to your sport, goals and values.

• Contract Details/Nexus – Carefully review all contract terms, including compensation, exclusivity clauses and intellectual property rights.
• Accounting and Taxation – Simplify financial reporting, file taxes, track endorsement income and maximize earnings through proactive planning and compliance.
• Financial Management & Education – Get tools to manage your money, understand earnings and build lasting financial habits so every deal becomes a step toward long-term success.
• Brand Management – Focus on building a positive and authentic personal brand to enhance your marketability and attract more lucrative opportunities.
• Time Management – Prioritize your time effectively to ensure you maintain your performance in all areas as well as balancing coursework and leisure.

If you’re a current Business Management client, use one of the following links to access our client portal: