The concept

A pplefield apply the “family office” concept to smaller businesses.
We use our extensive experience in large and small businesses to face issues in the family-owned business environment — developing and integrating business and personal planning to optimize financial results for the owners.


Business and office structure.
We will review your existing business and operational structure to ensure its alignment with the family and financial objectives. If appropriate, we can bring in an operational consultant to make and implement specific operational changes, including training and incentive programs.

Legal matters/issues.
We are not licensed to do legal work, but we can call up on a number of expert lawyers or work with your current legal advisors.

Start-up business assistance.
We can apply our expertise to the needs of entrepreneurs who are launching a business. As small business professionals, we actively assist startup companies by providing information, business start-up experience, legal compliance etc…to help them succeed.

Human Resources.
We have a network of payroll professionals who specialize in working with small businesses. They can economically fill needs for compliance with the law, employee standards, job descriptions etc.

Office technology.
Applefield is a believer in – and user of – modern technology and can provide general guidance and ideas. We have access to experts who can implement specific solutions such as computer networking and websites.

For creative ideas and marketing recommendations, we have access to both in -house and outside affiliated expertise. Business financing. We have access to sources of capital for small businesses, under the right conditions. Sources include banks, angel investors and venture capital.