Helping Businesses Achieve Success and Growth.
With the issues of evolving market conditions, increased competition, and rising costs, a business needs a strategic plan that allows for controlled growth and continued prosperity. We can help you identify areas where quantifiable results may be achieved.
In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.
OUR SERVICES
Boost Your Business to New Heights with Our Expert Business Consulting
Strategic Planning
We can help your business plan for the future through strategic planning. We facilitate planning sessions with owners and key management, then work with staff to implement the plan. We can also serve as a catalyst for plan accountability. We believe there is no business too small to benefit from strategic planning. We help you plan your future, and then you make it happen!
Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change as well.
Financing
Need money to grow your business? It pays to be prepared and organized in your approach to financing. We can prepare a winning loan proposal for you. Our proposals have a high likelihood of success because they’re created from the lender’s perspective. You get the money you need because we know exactly what banks want to see. Even more importantly, we know how to prove to them that you’ll be able to pay them back.
Owner Agreements
Owner agreements are the foundation of an amicable and successful business arrangement. We are experienced in ensuring the contract made between owners of a business entity solidly identifies the rights of all owners based on your business entity selection.
Merger and Acquisition
Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing these critical elements:
Tax considerations
Product/service compatibility
Competitive tactics and position
Financial impact
Cash flow considerations
Planning and Succession
Passing a business to the next generation is a tricky process that poses many questions: When should this transition be considered? What should the timing be? What about the family members who are not involved in the business? How might this affect the parents’ estate planning? What will be the effect on the family dynamics? The answers to these and many other questions are not found in the back of an accounting textbook. Our firm has experience with clients who have faced these challenges. This experience allows us to guide our clients through the transitions and help them understand the problems they might face.