Advisory Services

We focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law.

These services include but are not limited to:

Audits, reviews, and compilations
Entity selection and restructuring
Accounting software selection, implementation, and support
Business valuations
Financial projections and forecasts
Debt and finances advising
Mergers and acquisitions
Transaction structuring and negotiations
Business succession