Valhalla Business Advisors is a professional services organization that helps clients optimize its employee benefits offerings, as well as other insurance, HR, and corporate finance matters. Solutions categorically fall into these areas:
- Employee Benefits Consulting
- Executive Benefits
- Estate Planning & Wealth Transfer
- Consulting Services | General Management, Insurance & Benefit Distribution, Family Office
Our principals and their team have extensive experience consulting with employers across numerous verticals, including the following:
- Healthcare & Life Science
- Construction Services
- Real Estate & Hospitality
- Financial Institutions
- Technology & Software
- Non-profits
- Energy
- Manufacturing
- Government & Public School Districts
- Higher Education
- Legal, Accounting, & Professional Services
It is the goal of Valhalla Business Advisors to position as a primary, trusted advisor to clients, and to build long-term relationships across all levels of client organizations. By seeking to add value broadly and constantly, we believe our business interests will be served and clients will be highly satisfied (and refer us to other prospective clients!)