Strategic Advice

Raising capital? Acquiring a competitor? Considering selling your business? Taking out a loan? We can help you weigh all the options, explore alternatives, and act as your trusted advisor when it comes to your business and financial future. We like to think outside the box, and come up with solutions that are beneficial for all parties involved.

Business Planning

Have a great idea? The next big thing? Let us help you strategize and assist with entity setup, infrastructure, internal controls, and tax planning. A meeting with our team can help you put the wheels in motion and get the idea off the ground. We have experience in a multitude of industries and have seen many varieties of transactions. We can help create a solution and assist with the implementation to ensure your business’s success.

Business Valuations and Due Diligence Overviews

If you are considering selling your business, thinking about a possible merger, or already in the process of transitioning the business to the next generation, we can help with the due diligence and valuation. We can help you assess the financial health and growth potential of the business and evaluate all potential issues before entering a deal.

Financial Statements

Let us help you prepare your company’s financial statements and disclosures. Often times a company will have its own finance team that can assemble basic financials, but needs help with the GAAP adjustments, footnotes and supporting schedules. Our experienced team can work with you, or your auditors to help compile your company’s financial statements.