Skip to content

Accounting & Tax Services

  • Estate/trust and tax preparation
  • Tax planning, projections and forecasting

Business Plans

  • Incorporate key performance measurement and key employee motivation benchmarks
  • Plans can be prepared for both internal and external purposes
  • Present information effectively to outside parties
  • Provide a clear, precise and meaningful sense of direction for your company for a specified period of time
  • Secure funding and lines of credit

Mergers & Acquisitions

  • Secured lending and advisory services
  • Stakeholder requirements, including buy-sell agreements, forecasting, feasibility analysis and strategic planning
  • Tax analysis and planning, including estate planning, employee stock options
  • Ownership planning (ESOPs), gift and estate taxes, purchase price allocation.
  • Transition planning

Future Planning

  • Analyze your balance sheet to evaluate the liquidity and safety of your business
  • Anticipate seasonal cash flow needs to determine when/if you need to borrow money
  • Develop an effective financial plan for short-term and long-term profitability
  • Finance your business and deal effectively with your lenders
  • Invest properly in machinery, equipment and vehicles
  • Measure your businesses' profits by using an income statement
  • Plan and manage your company for growth

Litigation Support

  • Bankruptcy planning, asset management and disposition
  • Business and partnership dissolutions
  • Damage claims
  • Expert witness testimony
  • Fraud and embezzlement
  • Insolvency accounting
  • Marital dissolution
  • Problem loan resolution
  • Stockholder disputes

Special Needs

  • Appraisals and auctions
  • Crisis management for business in trouble
  • Orderly liquidation of assets
  • Problem loan resolution and workout resource for lending institutions
  • Turnarounds and workouts

Day-to-Day Management Assistance

  • Budgeting and cost control
  • Cash flow analysis
  • Compensation Planning and Performance Evaluation
  • Financing options and opportunities guidance
  • Materials and inventory control
  • Merger and acquisition studies
  • Microcomputer systems selection and Implementation
  • Pricing and discounting
  • Profit planning and financial forecasting
  • Succession planning
  • Team development programs
1