Practical financial insight to help your organization make smarter decisions, manage risk, and growth with confidence.
At HBE, our advisory services go beyond traditional accounting and tax compliance. We work alongside business owners, executives, and leadership teams to provide strategic guidance that improves financial performance, strengthens operations, and supports long-term growth.
By combining deep financial expertise with real-world business insight, our advisors help you identify opportunities, address challenges, and make informed decisions at every stage of your business lifecycle.
How our Business Advisors Support Your Success
A Practical, Relationship-Driven Advisory Approach
Our advisory services are rooted in a deep understanding of your business, your industry, and your long-term goals. We don’t offer one-size-fits-all solutions or theoretical advice. Instead, we provide practical insight backed by experience, data, and a commitment to helping you move forward with confidence.
Strategic Planning
Helping leadership teams define financial goals, growth strategies, and operational priorities.
Financial Performance Improvement
Analyzing financial data to uncover opportunities for increased profitability and efficiency.
Operational & Organizational Guidance
Improving processes, internal controls, and reporting structures to support better decision-making.
Long-Term Business Planning
Preparing businesses for expansion, succession, investment, or transition.
Comprehensive Business Advisory Services
Strategic Business Planning
We help business owners and leadership teams develop practical strategic plans that align financial goals with operational priorities. Our advisors provide guidance on growth planning, capital investment decisions, and long-term business direction.
Financial Analysis & Performance Benchmarking
Understanding financial performance is critical to making informed business decisions. We analyze key financial metrics, identify trends, and benchmark your organization against industry peers to highlight opportunities for improvement.
Profitability & Cash Flow Optimization
Our advisors help businesses improve financial stability through detailed profitability analysis, cash flow forecasting, and operational efficiency improvements. We work with you to strengthen margins and maintain financial flexibility.
Business Valuation & Transaction Advisory
Whether preparing for a sale, transition, or investment opportunity, our valuation and transaction advisory services provide objective analysis and guidance throughout the process.
Succession & Exit Planning
Transitioning business ownership requires thoughtful planning. We help business owners develop succession strategies that protect the value of the business while supporting a smooth leadership transition.
Outsourced CFO & Financial Leadership
For organizations that need higher-level financial oversight without a full-time CFO, our advisors provide financial leadership, forecasting, and strategic guidance to support growth and financial management.
Risk Management & Internal Controls
Strong internal controls and risk management practices protect your business from operational and financial risk. Our advisors evaluate existing processes and recommend improvements to strengthen oversight.
The HBE Advisory Difference
While many accounting firms focus primarily on compliance services, HBE takes a broader advisory approach. Our team provides strategic guidance that extends beyond reporting requirements, bringing deep experience across multiple industries and building long-term partnerships with clients. This relationship-driven approach allows us to understand each organization’s goals and challenges and deliver practical insight that supports sustained growth and informed decision-making.
Deep Business Expertise
Our advisors understand the financial and operational realities of running a business. We combine technical accounting knowledge with real-world business insight to help organizations navigate complex decisions and identify opportunities for improvement.
Integrated Firm Expertise
Because HBE provides tax, audit, outsourced accounting, and consulting services, our advisory team collaborates across disciplines to provide well-rounded guidance that considers the full financial picture.
Industry Perspective
Our professionals work with organizations across industries including healthcare, construction, agribusiness, nonprofit, and professional services. This experience allows us to bring valuable perspective and benchmarking insights to our clients.
Long-Term Client Relationships
Many of our client relationships span decades. This long-term partnership allows us to develop a deep understanding of each organization and provide proactive guidance as business needs evolve.
Strategic Guidance for the Next Stage of Your Business
Whether you’re planning for growth, evaluating opportunities, or navigating complex business decisions, HBE’s advisory team provides the financial insight and strategic perspective needed to move forward with confidence.
Connect With a Member of Our Advisory Team
Scott Becker, CPA, CFP, CVA, CGMA
Managing Partner
James Schulz, CPA/MT, CVA
Partner
Lanelle Herink, CPA
Partner
Scott Scheef, CPA, CVA
Partner
