Industry Focus

Davis-Monk Finanical Group has the flexibility to serve almost any individual, business or organization, but we have also developed specific areas of expertise, based on an industry focus.  Through our experience in specific industries, we can bring a more specialized approach to your company.

We have extensive expertise in serving governments and schools, restaurants, construction companies, all types of family businesses, high-tech companies, and professional service firms.  Due to our experience and the depth of our knowledge in these fields, we can offer additional services to these clients. 

Financial Services:

• Business management and consulting
• Business valuation
• Succession planning

• Retirement and estate planning

Organizational services:

• Shareholder agreements
• Developing a business plan compatible with family goals
• Strategic management and goal setting
• Governance and role determination
• Establishing communication and defining fairness
• Conflict management

 Litigation Support:

• Business valuations
• Mediation
• Expert witness testimony
• Collection, interpretation and evaluation of financial data
• Document organization and management

• Bankruptcy and reorganization plans

For more information about our services, please contact our office.