Business Advisory Services

Financial Forecasts & Projections

From simple projections to complex financial modeling, our experienced staff can help you manage your business profitably and achieve your goals.

Management Advisory Services

We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

Business Succession Planning

Coordinating the transfer of your business to your successors is critical to ensure its continued success. We can address the complex issues of business continuation and can help you build a strategically sound plan.

Buying & Selling a Business

We can help you structure the purchase or sale of a business by addressing such issues as cash- flow analysis and tax considerations.

Business Consulting

We can help your business identify areas negatively affecting profitability and growth and develop solutions. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company...) can have longstanding tax implications. We can help you evaluate the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Specialized Services

Due to our diverse client base, we have gained valuable experience in numerous specialized areas, including:

• Mergers & acquisitions
• Asset protection
• Investment review
• Bankruptcies
• Cash-flow forecasting
• Employee benefit plans

Consulting Services

We can help your business identify areas that are harming your profitability and growth and develop practical solutions. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies.

The following is just a few of the areas in which we provide consulting services:

• Accounting software selection and implementation
• Type of entity selection
• Business valuations
• Buying/selling a business
• Computer systems