Business Consulting

An accountant is commonly referred to as a client's most trusted advisor. We value our client relationships and tailor our services accordingly, which are rarely limited to traditional accounting or tax compliance. The convergence of accounting, tax and raw business acumen creates opportunities to serve our clients in a truly holistic sense.

In addition to our own staff, we work closely within a respected referral network, which includes legal, insurance, wealth management, bookkeeping and information technology professionals.

Whether your business is an established organization or a brand new start up, we know how to assist with concerns, such as the following… to name just a few:

Business Valuations What is the price a buyer may be willing to pay or a seller could expect for the sale of a business?  A business valuation is an estimated value of an owner's interest in a company.

New Business Ventures A small business entrepreneur is a rare breed. On one hand, a risk taker, but on the other, the real backbone of our economy. A truly exciting process – it all starts with a great idea, invariably followed by a whole lot of enthusiasm and you are on your way.

Human Resources Your business may be too small to benefit from the support of an internal human resources department.  Or you may have experienced recent growth or other circumstances that affect your employees - the backbone of your business.  We know that most employers struggle from time to time with the people side of their business.

Mergers & Acquisitions Small businesses often experience growth and/or financial gain through mergers and acquisitions opportunities, but this is not a process for the faint of heart.  These transactions typically involve complex calculations - things like revenue projections, financing options and tax planning.

Strategic Planning What is the strategy for your business? Operating on just enough to get by and meet payroll?  Hoping to build a legacy for your family? World domination?

Succession Planning Is your business poised for longevity or could it crumble without you at the helm? Too often, small business owners are faced with succession dilemmas due to family disagreements or sudden, unexpected circumstances. All too often, confusion often ensues, key employees leave, profits are lost.

You know your business. We know the business of business. Sometimes, you just need a sounding board, another point of view, or unbiased analysis.

We get it. Each client is unique and each issue facing a client is unique. Find out how we can pool our resources to help your situation.