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
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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
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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
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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
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