Additional Advisory Services
One Team. Many Solutions.
Flexpertise is Key360 Advisors' additional advisory service — relationship-driven strategic business advisory across strategy, law, tax, capital, and insurance, offered through a strategic partnership and built on a simple idea: a relationship, not a transaction.
A partner, not a vendor.
One of our dedicated professional consultants will be your partner as a consistent resource for advice in their area of expertise — law, strategy, tax, capital, or insurance — based on your business needs and goals. And behind them, a team of experts across all five disciplines.
Built around your goals.
Flexpertise is offered through a strategic partnership, bringing a team of business professionals to the firms Key360 Advisors serves. The relationship is built around your goals — the advice you receive is shaped by what your business needs next.
Included in every relationship
What a Flexpertise relationship includes
A dedicated consultant
One consistent advisor who gets to know your business and stays by your side as it evolves.
A team of experts
Specialists across law, strategy, tax, capital, and insurance standing behind that consultant.
Strategy development & goal review
Business strategy development and ongoing review of goals
Growth catalysts
Social capital, joint ventures and deals, and access to other customers
Five disciplines, one relationship
Law
Contracts, entity structure, employment matters, and day-to-day legal guidance
Strategy
Business strategy development, market positioning, and goal review
Tax
Tax planning and strategy shaped around how your business actually operates
Capital
Financing strategy, capital structure, and preparation for investment or sale
Insurance
Coverage review and risk strategy across every part of the business
Led by Katherine Brand
Katherine Brand
Strategic Consulting, Key360 Advisors
Katherine leads Flexpertise, Key360 Advisors' additional advisory service — relationship-driven strategic business advisory spanning strategy, law, tax, capital, and insurance. Her work centers on helping business leaders make confident decisions across every discipline that shapes a company's future.
What Flexpertise clients say
What I love about the company — anytime I came to you guys for anything, you always have a resource. At first, I thought it was a law firm, however, I learned quickly that is a small proportion of what you do. You helped us restructure for a sale, you helped us do a deck, you helped straighten our accounting, legal processes, partner issues. Part counsel, part advisor, part legal transaction. I like you guys being a one-stop shop where I get everything I want.
This is really everything that I was hoping it would be and more. Having a team that is available to me, to be able to support me, provide a point of reference, network, new ideas and suggestions has been incredibly helpful. I appreciate it so much.
Discuss Flexpertise for your business
We look forward to speaking with you about where your business is headed.