 Management
Advisory Services
Even the most qualified managers can benefit from objective feedback.
Often, closely held businesses require a financial advisor but can not
afford a CFO on staff. We can help your company's management develop
business and tax strategies to ensure your company's continued success
and growth. |
Accounting Systems Review and Implementation
We can assist your business in selecting accounting based software.
Depending on the size of your company, we may recommend an "off the
shelf" package or refer you to a programming company for customized
software. |
Employee
Benefit Plans
We can assist in: development implementation administration of your
employee benefit programs (401K, 408p Simple IRA Plans, Cafeteria,
Medical Reimbursement, etc.) |
Photo by Christopher Yates |
|
 Buying
and Selling a Business
Properly structuring the purchase or sell of a business is a critical
step in the process of buying or selling a business. There are numerous
tax and cash flow implications involved in an acquisition/disposition;
our staff can assist in developing a plan that meets your goals. |
|
Consulting Services
Below are just a few of the areas in which we provide
consulting services:Entity Selection Buying/Selling a Business Lease/Purchase of Assets
Estate, Trust, & Gift Planning Accounting software selection Cash management
Investment Review Benefit Plan Selection & Implementation Business
Succession Planning Mergers & Acquisitions |
