
Advisory
Business Consulting and Advisory
While the goal of most businesses is to make a profit, we understand that every business requires a different path to success. In addition to owning and operating our own small to medium-sized business, all of our partners have worked directly in management for a broad range of industries. From manufacturing and retail to agriculture and healthcare, our team pairs industry knowledge with personal experience to help our clients reach their goals.
Our Business Advisory and Consulting team will help identify issues that are negatively affecting the growth and profitability of your business and help determine the best strategies to achieve your desired results. Whether your business is in the start-up phase or you are starting to plan for succession, our services are tailored to your specific industry and offer the right-sized services for every stage of your growth.
Our business consulting services include:
– Business Valuations
– Business Entity Selection
– Buying, Selling, and Business Start-Up
– Debt Management and Financing
– Cost Segregation Studies
– Litigation Support, Including Expert Witness Services
– IRS Representation
– Tax Services
– HR Consulting and Services
– Payroll
– Financial Forecasts & Projection
– Mergers, Acquisitions, and Business Succession Planning
– Agreed Upon Procedures/Internal Controls Assessment
– Debt Restructuring
– Industry Benchmarking and Financial Analysis
– Retirement Plan Design
– Like-Kind/1031/Starker Exchanges Consulting
– Management Advisory Services
Valuation

Our services include:
Opinion of Value:
– Gift and Estate Returns
– Small Business Administration (SBA) Financing
– Mergers and Acquisitions
Calculation of Value:
– Buy/Sell Agreements
– Mergers and Acquisition Planning
– Pending Offers





