Business solutions that suit your needs


One size does not fit all when it comes to providing our clients with business planning and strategic solutions. From expense mitigation to retirement services, we provide strategies for the full spectrum of business enterprises.


We are independently owned and operated by our founding principals. This allows us the flexibility to provide objective solutions for our clients. We work with our clients’ attorneys, CPAs or other advisers to contribute to a holistic and comprehensive financial picture.  As needed, we can recommend advisors in various capacities who meet our standards for excellence.


Whether you operate in one state, one country or around the world, VQ Financial can help you minimize the cost of risk and maximize the bottom line so you can focus on growing your business.


The goal of every business owner is to keep as much of what you make as possible. To do that effectively requires pro-active planning. At VQ Financial, using our nationwide network of some of the country's very best CPA's, attorneys, advisors and subject matter experts we can identify opportunities and work with you and your financial team to implement proven solutions in time to capture the maximum available benefits.

From reducing merchant processing costs to eliminating capital gains tax and all things in between we will work to ensure that you are as efficient as possible when it comes to operational expenses and implement proven tax savings strategies to give you the maximum benefit allowed under the current law.


If you believe you are paying too much in taxes or are unsure if you are as efficient as possible with your business expenses. Contact us for a no-cost, no-obligation review. 

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Why obtain a specific value of the business?

  • Establish your starting line and distance to the desired finish

  • Reveal organization inefficiencies with up to 20 key financial performance indicators (KPI's)

  • Utilize KPI's in comparing organization's performance with the norms for its industry

  • Test current exit objections

  • Provide ownership (and employees) and objective basis for incentive plans

  • Find out what your business is truly worth and start making better decisions for your company and its growth.


VQ Financial has partnered with the industry's leading business valuation firm utilizing Big Data to provide a snapshot of your businesses value for a fraction of the cost with results in literally minutes.


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Succession planning focuses on preparing the business for an owner’s exit. Specifically, developing continuity within leadership/management provides the ability to continue the operation following an owner leaving due to retirement, inability to work, or death. While succession planning is an important part of Exit Planning, it focuses on the business from which the owners departing rather than the owner themselves.


VQ Financial utilizes a multistep exit planning process that is customized for each individual situation. The process is intended to maximize the value of the business, minimizes both known and unknown risks and keeps the owner in control of the process and outcome. 


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For your business to succeed, you need to attract and retain top-notch talent. Many private companies have difficulty creating the right mix of compensation that will attract and retain key executive talent. VQ Financial will work with you to create a compensation plan that works for your company, so you can retain the talent that helps your company maintain its success.

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It is now more important than ever that business owners plan for those contingencies that can dramatically affect their lives and the lives of their closest family members. Thoughtful Business Continuation planning will set these business owners on the right path and help resolve anxiety that may be causing them to lose focus. VQ Financial can provide the solutions to minimize the risks associated with life's contingencies.

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322 North Shore Drive, STE 200

Pittsburgh, PA 15212

(412) 643-2600

1435 Vine Street

Cincinnati, OH, 45202

(513) 993-5333

David Herrman is an investment advisor representative of Elite Investment Team, LLC, a SEC-registered investment advisor. Mr. Herrman provides all investment advice through Elite Investment Team, LLC. Neither VQ Financial, LLC (dba VQ Financial Group) nor Eric Moeves are licensed to provide investment services or are associated with Elite Investment Team, LLC.

The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by VQ Financial, to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered personalized investment advice for compensation.