- Chicago Deferred Exchange Corporation
 - Allows an owner of business or investment property to exchange it for new property without incurring income tax on the gain. - Facility Capital
- Leasing and financing products and programs to equipment manufacturers, vendors, and end users on a national basis.
- JM Lafferty Associates
- Identifies how publicly traded companies create value for shareholders.
- Solid Oak Consulting, LLC
- Small business growth consulting in Chicago with an emphasis on management, sales, marketing, and operations.
- Svoboda, Collins L.L.C.
- Focuses on making equity investments in small to medium sized growth companies with pre-financing valuations between $10 and $100 million.
- Unicorn Financial Services, Inc.
- Specializes in providing financing to patients for elective medical procedures, including plastic and cosmetic surgery, laser vision correction, and cosmetic dentistry.
- Valuemetrics, Inc.
- Financial advisors helping closely held and emerging growth businesses manage the financial aspects of mergers, acquisitions, employee buyouts, and other forms of change.
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