Consulting

Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your future growth and success.

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategic plan.

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

Choosing the form of entity of your business (e.g. S-corporation, sole proprietorship, limited liability…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the management and tax issues of each entity type to help you determine the most advantageous form of business for your company.

There are many reasons why you may need to have a business valuation. Negotiating a merger, considering new shareholders, attempting to resolve disputes associated with liability, shareholder equity, estate planning or marital dissolution are just a few of the reasons. An objective valuation can make the difference between gain or loss, success or failure. We will work closely with you to understand what constitutes your business’ value, analyze operations and historical financial data. This knowledge enables us to provide a well reasoned, documented defensible valuation opinion.