Business Consulting

We offer a number of services designed specifically for closely held businesses that may not have the in-house resources to address certain financial needs. These services include:

  • Acquisitions and Mergers
  • Bank Financing
  • Business Valuations
  • Buy/Sell Agreements
  • Business Planning
  • Estate and Gift Tax Planning
  • Forecasting
  • Insurance Audits
  • In-charge Bookkeeper and Controller Placement and Support
  • LIFO Inventory Pricing
  • Liquidations/Sale of Business
  • Litigation Support
  • Long-term Tax Strategic Planning
  • Personal Financial Planning
  • Projections/Sale of Business
  • Recruiting
  • Retirement Planning
  • Succession Planning
  • Tax Planning and Research

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