Services

 

 

We work directly with you to help you define your vision and chart a path forward though Leadership, Financial, Transaction and Tax advisory services.

 

 

Leadership:

  • Preparation of strategic objectives
  • Your Bigger Future
  • MY Journey®
  • Succession planning
 Financial:

  • Forecast & Budget Preparation
  • Profitability & Cash Flow Analysis
  • Periodic Business Analysis
  • Valuations
  • Financial Statement Compilations
  • Mergers & Acquisitions Assistance
  • Interim CFO or Controller Services
  • Business Turnaround Assistance
  • Succession Planning
  • Accounting Assistance
  • Debt Restructuring
Transaction:

  • Assess Quality of Earnings & Cash Flow
  • Determine Accounting Policy Impacts on EBITDA
  • Evaluate Working Capital Trends & Determine Targets
  • Analyze Balance Sheet Accuracy & Visibility
  • Identify Off Balance Sheet Items
  • Assess the Sustainability of Forecasts
  • Classify & Quantify Tax Exposures
 Tax:

  • Business & individual tax planning/consulting
  • Tax return preparation
  • Tax research
  • Tax structuring
  • Estate Planning
  • Multi-state taxation
  • International taxation
  • IRS & state audit matters
  • Estate, trust & gift tax planning