How I can help you

Along with my  mentoring partner (Lou Oberhauser), we have expertise in business financing, legal issues, financial and cash flow planning, and accounting.  Additionally we can provide counseling on real estate investments, general business practices, and starting up a business. We are knowledgeable about SBA loan guarantees as well as the normal banking channels,  Contact us to receive supporting advice whether you are just thinking of starting or already in a business venture.

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Business Operations

Industry Experience
  • Banking, Finance & Insurance
  • Real Estate, Rental & Leasing
  • Accommodation & Food Services
  • Retail & Wholesale Trade


 Our team holds degrees in law, banking and finance, and accounting, as well many years in the industry..

William  Wise

Communication Methods

  • In Person
  • Phone