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ADVISORY & BUSINESS SERVICES

Business Valuation

Objective valuation can make the difference between loss or gain, success or failure. You need professionals who are well qualified, with significant experience in evaluating all types of organizations.

Financial Due Diligence

Buying a company? Selling some Assets? Whether you are a buyer, lender, or seller, we can provide due diligence and other services to support your decision-making across a wide range of transactions. We can help plan and structure so that exposure is minimized and transactions are completed without costly surprises later.

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Successful mergers and acquisitions require buyers, sellers, and lenders to clearly understand their respective opportunities and risks. We conduct financial due diligence for buyers and sellers to help identify areas that affect deal negotiations. Such services include assessment of recurring earnings and quality of earnings, analysis of key revenue and cost drivers, critique of balance sheet exposures, input on closing deal structure, and assessment of operating working capital needs.

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Proper due diligence helps buyers and their lenders structure transactions strategically, and helps sellers realize the strengths and weaknesses of their position.

Strategic Business Planning

A Strategic Business Plan is a blueprint describing your company, its products, the competitive environment, management team, financial health and business risks. It is intended to help you prepare for the future of your business. It ensures that key lenders are all “on the same page,” and keeps both management and employees focused on the tasks at hand.

Financial Planning

Questions about making investments and budgeting for your future and retirement?

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We work with our clients in the areas of investment strategies, tax planning, risk management, and asset preservation to maximize growth but limit tax consequences. We ask the question "Where do you want to be financially"? And then review their retirement, business, education and other needs to be certain their goals are attainable. 

Business Management

Our goal is to provide services for all areas of our clients’ financial affairs. We offer a full slate of business management services for developing the strategies, plans, procedures and policies that will guide your and your business on both a day-to-day and long-term basis.

Management Consulting

Our management consulting services focus on our clients' most critical issues and opportunities. We offer consulting services to clients in need of outsourced accounting talent, and provide executive-level accounting services to clients on a contract basis. Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success, which gives you more time to focus on new services, new customers and other core business issues. Our capabilities include: Producing client books, performing quality assurance and high-level accounting analyses, as well as ensuring compliance with GAAP and relevant federal and state government agencies.

New Business Formation

Starting a new business can be an exciting and challenging time. Our firm can set up a new corporation, partnership, or LLC. We will advise you on the advantages and disadvantages of the different types of entities you can choose. We can help you put a strategic plan in place and avoid common pitfalls that many new small business owners make when starting their new venture.

 

Our professional staff can guide you through the planning process by:

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  • Preparing an initial business plan to clarify your marketing, management and financial goals

  • Determining your start-up capital needs

  • Identifying sources of start-up capital

  • Evaluating and quantifying your borrowing power

  • Selecting a business structure (Sole Proprietor, LLC, Partnership, Co or S Corp) that best fits your business needs

  • Selecting the right accounting software

  • Preparing a Cash Flow Budget

  • Establishing billing and collection procedures

  • Establishing procedures to monitor and control costs

  • Preparing and filing all required state and local licenses and permits

  • Preparing and filing your application for your Federal Employer Identification Number

  • Providing payroll and payroll tax filings

  • Complying with employment laws

  • Identifying your business insurance needs

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