Business Advisory Services

Utilize our business advisory services. It’s like having your own CFO on staff without the overhead.  Our Business Advisory Services include the following:

Budgeting

Financing

Financial Analysis

Valuation

Business Purchase/Sale

Budgeting

Sound financial management starts with quantifying your expectations.  Get a handle on your costs and revenue sources.  Understand how your business plans, decisions, specific transactions or changes in your business affect your bottom line.  We’ve got the experience and the tools to assist you with creating a budgetforecast or projection to put numbers to your plans and ideas.

Financing

Access to capital is key to growing your business or working through downturns.  Our relationships with banks and lenders and understanding of their information and documentation requirements can facilitate your access to available capital.

Financial Analysis

Compare your financial performance to others in your industry, know where your break-even points are, and understand your key performance indicators, cost and revenue drivers.  We’ll analyze your operations, opportunities, and plans and provide you with the feedback you need to make sound business decisions that will help improve your profit and improve your cash flow.

Valuation

Buying and selling opportunities, gifting considerations and succession planning are among the handful of reasons it’s important to understand the value of a business.  Our valuation services can provide you with the information and guidance you’ll need to support your decisions and planning for these issues. We’ll provide you with a detailed report providing an estimate of the value of your business based upon sound economic and valuation principles.

Business Purchase/Sale

Considering purchasing or selling a business?  We’ll help evaluate your decision, provide assurance that the transaction price is fair and feasible, offer guidance with structuring the transaction in a way that gives the greatest tax savings, and assist with obtaining financing.  If you’re buying, we’ll help set up and register your acquisition entity, and set up your accounting system to get you off to a sound start.