Bourbon Financial Management

Stratford Advisory Group is an independent, full-service investment consulting firm. The company provides investment advice to endowments, foundations, health care systems, private wealth, Taft-Hartley funds, corporations, and defined benefit and contribution plans. It features active oversight, specific recommendations and implementation assistance. Stratford Advisory Group offers strategic planning, asset allocation, liability modeling, investment structure development, performance evaluation and manager monitoring. The firm also conducts educational workshops and has expertise in alternative asset classes. It is a wholly owned subsidiary of Clark & Wamberg. Stratford Advisory Group has operated for more than 20 years and is based in Chicago.

Shepard Schwartz & Harris is a tax, accounting and consulting firm that serves privately owned enterprises. It assists clients in matters related to bankruptcies, reorganization and workouts, mergers and acquisitions and due diligence reviews, as well as audit, review and compilation of financial statements. The firm s business consulting group specializes in bank negotiations, cash forecast projections, business proposal analysis and formulation of executive compensation programs. It also specializes in business valuations, audits of contract and project costs, creditors and divorce investigations and determination of lost profits in patent infringement suits. Additionally, the firm s information technology consulting group assists clients in matters related to security, technology selection, process automation, price and contract negotiations, and business resizing and relocation. Its clients include Lakewood Homes, The Kirk Corporation, W.S. Darley & Company and GoodSmith Gregg & Unruh. The firm is a member of the International Network of Accountants and Auditors. Founded in 1935, Shepard Schwartz & Harris is located in Chicago.

RubinBrown is one of the nation’s largest accounting and business consulting firms, with almost 600 team members working from offices in Chicago, Denver, Kansas City, Las Vegas, Nashville and St. Louis.