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Consulting

Business Consulting

Our firm's worth is measured by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:

  • Management advisory services
  • Business succession planning
  • Buying/selling a business
  • Debt & financing services
  • Business entity selection

Management Advisory Services

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 business' future growth and success.

Business Succession Planning

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.

Buying & Selling a Business

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

Debt & Financing Services

Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level.

Business Entity Selection

Choosing the form of entity of your business (e.g. S-corporation, sole proprietorship, limited liability company...) 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.

Investment Consulting

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

  • Investment review
  • Retirement planning
  • Estate planning

 

Investment Review

As your portfolio builds, we can help you or your investment advisor build an efficient investment portfolio that provides a superior return for your desired risk tolerance. Our knowledge in tax law can also help you or your advisor maximize the tax advantages of your portfolio.

Retirement Planning

Successful implementation, goal setting and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. We can carefully guide you through the complex process of getting your financial affairs in order.