Business Advisory & Consulting Services

As your trusted independent financial advisor and accountants we have the ability as a result of the depth of our knowledge and our experience in working with a client and our familiarity with their business to provide additional advisory and consulting services to our clients. Our collective years in servicing a wide variety of clients enable us to effectively identify problems, recommend solutions and implement systems that are proven successes. Some of the key areas in which we can consult include the following:

  • Assistance With the Negotiation of Agreements Including the Acquisition or Sale of a Business, Structure of a Business, Settlement of Obligations at a Discount or the Restructure of Debt
  • Strategic Planning and Consulting Including Profit Planning and Analysis
  • Design of Customized Financial Reporting
  • Due Diligence for Mergers & Acquisitions
  • Entity Structure & Planning
  • Litigation Support, Forensic Accounting and Expert Witness Testimony
  • Internal Accounting Controls and Review
  • Installation of Computerized Accounting Systems Including Quicken & QuickBooks
  • Information Technology & Security Design and Review
  • Compensation & Employee Benefit Design Including Retirement Plans, Deferred Compensation, Stock Option Plans, and Cafeteria Plans
  • Business Valuations for Buy/Sell Agreements or for the Purchase of a Business Including Referral to Appraisers and Valuation Experts
  • Financial Analysis of Operational Results and Cost Analysis
  • Providing a Referral Network for Competent Advisers Such As:
    • Lawyers for transactional, estate and tax matters and business litigation
    • Bankers for lines of credit and term loans
    • Insurance agents for all forms of business insurance
    • Investment managers
    • Loan brokers for residential & commercial mortgages
    • Auto brokers
  • Cost Segregation Study