Oftentimes, running a business is like a juggling act. Keeping all of the “balls” (i.e., your business responsibilities) in the air can be difficult. Considering that each client is unique, our professionals listen to you and get to know you, your industry and business, your goals, your challenges, and your dreams. This personal interest ensures customized business advisory services to keep you moving in the right direction.
Together, we build an actionable strategy, working side-by-side with you to stay on track and focus on the important aspects of your business, no matter your specific needs or type of industry. Our 70-year history of business advisory success will support your financial success.
Our business advisory services include:
- Affordable Care Act (ACA) rules and planning
- Business start-up, buying, sale, acquisition, and merger
- Business entity selection, set-up, and organizational structure
- Franchise consulting
- Business owner succession planning
- Ownership transfer planning (buy-ins/buyouts)
- Business valuations
- Capital and strategic planning
- Business planning, financial projections, and budgets
- Financial policies and procedures development, review, and documentation
- Cash flow management
- CFO outsource and consulting
- Management consulting, including management succession planning
- Public offering/private financing
- Litigation support
- License and royalty consulting and assurance
- Estate and trust planning
- Investment advisory consulting
- Personal wealth services and retirement planning
- Risk management
- Receivership
- Research services for business market and competitive information
- Specialized industry-specific needs pertaining to regulatory oversight or lending/investor stipulation
CFO Services
Outsource your CFO services for temporary help or as a permanent resource to assist your management team. Our professionals can provide full-service or as-needed work for small and medium-sized companies.
- New accounting department set up help and design
- Accounting department assessments
- Strategic planning and budgets
- Bank and debt refinancing assistance
- Risk management
- Cash-flow forecasting and management
- Depreciation schedules
- Financial policies and procedures
- Special projects assistance
- Performance measures