Business Advisory Services


Whether evaluating your business growth plan or guiding you through a significant change in your company structure, CDS is your trusted business advisor. Our talented professionals provide cost-effective, value-added solutions to improve the financial position and operations of your business. Our Business Advisory Services team provides solutions-based services in the following areas:

Business Valuations
  • Valuation Engagement
  • Calculation Engagement
Capital and Debt Structure Optimization
  • New Borrowing
  • Re-financing
  • Outside Investment
Financial Planning
  • Cash Flow Forecasting and Projections
  • Budgeting
Mergers and Acquisitions
  • Acquisition and Divestiture Planning
Succession and Transition Planning
  • Leadership Succession & Transition
  • Executive Coaching & Mentorship
Outsourced Accounting Services
  • Payroll
  • Staff Accounting – Daily and weekly services
  • Senior/Manager Accounting – Monthly controller level services
  • CFO – Executive level services
  • Leadership Development
  • Leadership Transition
  • Capital Structure
  • Strategic Planning
  • Management Structure
  • Financing
  • Forecasting & Planning

Let us exceed your expectations! Call Kelly at (888) 388-1040 to learn more about our Business Advisory Services.

Our Firm at a Glance


View All Consulting and Planning Resources