Consulting Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Outsourced Business Consulting
Wanting to take your business to the next level but not sure what to do. Schedule a meeting to discuss the hurdles you are facing.
Business success depends on timely identification of both problems and opportunities, and efficient development of strategies to respond to both. As your trusted business consultant, we combine dedication to your success with wide-ranging business acumen to offer honest, objective advice on everything from minor restructuring to preparing a business for sale.
We will take the time to learn about your company’s unique challenges, goals and current strategies. We then draw on years of business analysis experience to help you address inefficiencies, and identify and capitalize on hidden growth potential. We empower you and your team to make well-informed choices for the future of your business.
Whether you need short-term assistance with a major transition, or a long-term partner in strategic planning, we can help you unlock the full potential of your business.
Business Entity Selection
The way you structure your business has far-reaching tax and financial implications. Each business entity class—partnership, LLC, sole proprietorship, S corporation, etc.—has distinct advantages and disadvantages with respect to tax liability, personal asset protection, operational structure, and more. Selecting the best entity type for your company requires careful analysis of your business objectives.
We will thoroughly review your current transactions and business plan with you to help you find the ideal structure for your business. And because the best entity designation today might not suit your evolving needs in the future, we will also provide guidance on how to regularly reassess your business structure, and change it if appropriate.
Business Start-Up Consulting
Unsure of how and what to do to start your business? We walk you through the differing types of business structures to ensure your future success.
Buying or Selling a Business
The decision to buy or sell a company can shape your future for years or even decades. The buying/selling process requires careful valuation, an exhaustive due diligence process, and in-depth research to determine the right timing for the transfer.
When the time comes to explore selling your business, we will provide support for you and your staff at every step. Our services include accurately valuing the company, vetting potential buyers, and ensuring that qualified buyers have easy access to all the information they need to fulfill due diligence obligations.
We will also partner with you when a promising opportunity to acquire a business presents itself. Our valuation services and support for due diligence give you the peace of mind of knowing that the targeted company is what it appears to be.
Financial Analysis
Accurate financial analysis is the cornerstone of business management, opening up new opportunities and guiding sound planning and decision making. Our complete financial analysis services include operational assessments to help your company function more efficiently, along with industry-specific evaluations that could help you gain a competitive edge.
We can also work with key personnel to generate pro forma projections. These forecasts include thoroughly researched data on potential revenues, liabilities, liquidity, and net profits under various scenarios, presented in a standard accounting format for easy review. Having reliable numbers will enable your management team to pursue or reject a course of action with confidence, and also develop new and more finely tuned proposals.
Whether you are contemplating staying the course, implementing sweeping changes, or anything in between, our financial analysis services will support the continuing prosperity of your business.
Financial Statements
Maintaining clear, accurate and timely financial statements is one of the most impactful investments you can make in the long-term success of your business. Well-prepared statements ensure hassle-free internal and external audits, help guide management decisions, and present the stability and growth potential of your business to prospective lenders, investors or buyers.
Preparing the primary components of a financial statement – mainly the balance sheet, income statement, cash flow statement and statement of shareholders’ equity – requires thorough record keeping and detailed analysis. Clear, easy-to-read presentation matters every bit as much as precision.
We will work closely with your key personnel to assemble all the data needed to develop your financial statements. We will then help you finalize the statements to ensure compliance with industry standards and so critical information can be found at a glance.
Management Advisory Services
Managing your business for optimal efficiency and effectiveness requires continuously tracking and analyzing a wide range of data points to make informed decisions. We work closely with key personnel across your organization to gather and interpret the critical information that drives your company’s long-term success.
Many management consultants offer a narrow focus, but our approach is comprehensive. We provide expertise in general business planning, merger and acquisition support, and a broad range of other services designed to keep your company on track and moving toward its goals.
Tax Strategies and Planning Consultation
Not sure if you are optimizing your tax planning? We will review your current filings and work with you to limit your tax liability.
Managing your business for optimal efficiency and effectiveness requires continuously tracking and analyzing a wide range of data points to make informed decisions. We work closely with key personnel across your organization to gather and interpret the critical information that drives your company’s long-term success.
Many management consultants offer a narrow focus, but our approach is comprehensive. We provide expertise in general business planning, merger and acquisition support, and a broad range of other services designed to keep your company on track and moving toward its goals.