Business Advisory & Consulting Services
As your trusted independent financial advisors and accountants, our intimate knowledge of your business means we can offer you additional advisory and consulting services. Our combined years of servicing a wide variety of clients enable us to effectively identify problems, recommend solutions, and implement systems that are proven successful.
Some of the key areas we consult on include:
Assistance with negotiations of agreements including business acquisition or sale, business structure, settlement of obligations or the restructure of debt
Strategic planning and consulting including profit planning and analysis
Design of customized financial reporting
Due diligence for mergers and acquisitions
Entity structure and planning
Litigation support, forensic accounting, and expert witness testimony
Internal accounting controls and analysis
Installation of computerized accounting systems including Quicken and QuickBooks
Information technology and security design and review
Compensation and employee benefit design including retirement plans, deferred compensation, stock option plans, and cafeteria plans
Business valuations for buy/sell agreements or the purchase of a business, including referral to appraisers and valuation experts
Financial analysis of operation results and cost analysis
When you need a referral to a competent advisor, our network of experts includes:
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 and commercial mortgages
Auto brokers
Cost segregation study
Pension plan advisors
Actuarial services
Payroll processing firms
