Consulting Services
Complex Challenges. Clearer Paths Forward.
Practical consulting and strategic guidance to help organizations, business owners and individuals navigate important decisions with confidence.
Schedule a ConsultationWho we help
Consulting Built Around the Decision in Front of You.
Whether you’re managing a nonprofit, growing a business or making a major personal financial decision, our guidance starts with your situation, not a template.
For organizationsInstitutions, Nonprofits & Foundations
Helping organizations secure funding, strengthen governance and create long-term sustainability.
- Secure fundingGrant writing and grant strategy
- Strengthen governanceIPS development and board consulting
- Plan strategicallyStrategic planning and operational assessments
- Build sustainabilityFinancial sustainability, capital planning and endowment consulting
- Lead with confidenceExecutive advisory and organizational restructuring
For business ownersBusiness Consulting
Helping business owners improve profitability, scale efficiently and prepare for major transitions.
- Improve profitabilityBudgeting, cash flow analysis, KPI development and operational efficiency
- Grow your businessGrowth strategy, strategic planning and business structure evaluation
- Plan for a future transitionSuccession planning, exit planning and preparing operations for a change in ownership
- Become transaction-readyFinancial clean-up, reporting and operational preparation before a sale or acquisition
- Raise capitalCapital raising and investor readiness
- Ready to buy or sell? Transaction advisory, including buy-side and sell-side engagements, is handled by our Mergers & Acquisitions team.
For individualsPersonal Financial Consulting
Practical financial guidance for life’s biggest decisions.
- Reduce financial stressDebt reduction strategies, budgeting and cash flow management
- Plan for major milestonesGoal setting and cash flow planning for milestones like college, a home or retirement
- Make informed decisionsAnalysis of major purchases and other significant financial decisions
- Protect what mattersOrganizing your financial picture and coordinating with your estate attorney and other advisors
- Support your business goalsBusiness owner and entrepreneur planning
- Investment management and retirement planning are offered separately through our affiliated firm, Burrows Capital Advisors. Tax preparation and insurance are handled by our Tax and Insurance teams.
Our process
A Clear Path From Strategy to Execution.
Every engagement is different. Our disciplined approach provides structure while allowing us to tailor recommendations to your goals.
Discover
We begin by understanding your objectives, challenges, stakeholders and current position.
Analyze
We evaluate the available information, identify opportunities and risks, and develop actionable recommendations.
Implement
We help translate strategy into practical steps, coordinating with your team and other professionals as needed.
Review
We assess progress, revisit priorities and adjust recommendations as circumstances evolve.
Why Burrows
Experience That Informs Every Decision.
Independent perspective. Practical insight. Long-term thinking.
- Decades of institutional and private market experience
- Experience advising businesses, nonprofits and individuals
- A cross-disciplinary team across consulting, wealth management, tax and insurance
- Independent advice focused on long-term outcomes
- Strategic partnerships instead of one-time recommendations
Industries
Experience Across Industries.
Our consultants bring hands-on experience in the sectors we serve most often, and understand the pressures particular to each.
- Healthcare
- Manufacturing
- Construction
- Professional Services
- Nonprofit Organizations
- Foundations
Consulting insights
Perspectives on What Matters Most.
Get started
Let’s Find a Way Forward.
Tell us about the decision in front of you, and we’ll bring the right experience to the table.