Business Advisory Services

LEADING THROUGH AND OUT OF A CRISIS

Businesses that are proactively contemplating their post-COVID-19 futures and are making plans accordingly will be better positioned to thrive in any crisis and beyond. Many companies are making those plans now. Our Business Advisory Services team provides customized, solutions-based services in the following areas.

Business Valuations
  • Valuation Engagement
  • Calculation Engagement
  • Indication of Value
Capital and Debt Structure Optimization
  • New Borrowing
  • Re-financing
  • Outside Investment
Financial Planning
  • Cash Flow Planning and Projections
  • Budgeting
  • Forecasting

Mergers and Acquisitions

  • Acquisition and Divestiture Planning
Succession and Transition Planning
  • Leadership Succession & Transition
  • Executive Coaching & Mentorship

Outsourced Accounting Services

  • Interim Placement
  • Permanent/Long-term Placement
Tax Strategies
  • Tax Law Changes and the Impact on Your Business
  • Net Operating Loss Tax Planning
  • Assessment and Recommendations on Opportunities

Let us exceed your expectations!  Call Bill at (888) 388-1040 to learn more.

Learn more about our Business Advisory Services!

Our Firm at a Glance

Resources

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