Business Advisory & Consulting

Contact Info

16830 Ventura Blvd.
Suite 400
Encino, CA 91436
Phone: 310-284-8267
Phone: 818-783-7140

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