After careful assessment of your business, we can help you develop strategies with results-oriented techniques to keep your business moving in the right direction. Our team’s experience and commitment can show you ways to overcome obstacles blocking your path to success.
Comprehensive Business Advisory Services: From Acquisitions to Succession Planning and Financial Management
- Business Acquisition and Sale Services
We have experience in valuing business in anticipation of potential acquisitions and sales. We are skilled in examining the elements that provide the most value, including the nature of the business and its history, the financial condition of the company, the business earnings capacity, and more.
- Vision and Strategy
To achieve a vision, a business formal and informal activities should all align it. We can assist with identifying your business goals and the steps to take toward them. Observe your business activities and results and compare the reality to your stated vision. We can help bridge that gap and establish an effective action plan.
- Fiscal Management
We can provide you with reports and tools to review on a regular basis to improve fiscal performance. We will analyze key performance indicators and help you improve cash flow and profitability.
- Industry/Competition
We can evaluate your business performance, identifying strengths, weaknesses, and opportunities against the industry. We’ll research your industry’s profitability, productivity ratios, and growth trends. We can provide you with benchmarking information and recommendations for improving and implementing the necessary changes.
- Shareholder Issues & Succession Planning
It’s important to consider the eventual fate of your business. We can help you plan for retirement, groom your business for sale, and determine a selling strategy. Together, we’ll create a clear strategy for succession to ensure peace of mind for your business shareholders and your family.
- Budget Preparation & Analysis
Keeping your business expenses under control can be tricky. We can help create a budget tailored to your business and its specific needs. Our insights can identify your strengths and areas for improvement to ensure you maintain a healthy profit.
- Loan Procurement Services
Need help financing or refinancing? We’ll guide you through the process, reviewing and discussing your financing needs, meeting with bankers, preparing loan packages for funding requests, and more.
- Retirement & Financial Planning
Does your business offer a retirement plan to your employees? We’ll help you provide this valuable benefit. We can assist you in finding the right plan for your business and employees. Our team has years of experience in aiding business with the nuances and tax responsibilities that come with retirement and financial plans.