Privately Held Businesses

Our team has experience assisting privately held business owners with the following projects:

  • Business Valuations
  • Cash Management Advice
  • Debt/Equity Financing Assistance
  • Executive & Employee Compensation Programs
  • Fraud/Forensic Accounting Investigations
  • Internal Control Review & Recommendations
  • Operational Reviews
  • Strategic Business/Profit Improvement Planning
  • Advanced Tax Planning (Corporate and/or Individual & Flow-through Entities)

In addition, family owned businesses generally confront ownership transition or sale. We have the experience and ability to assist with key decisions related to:

  • Acquisitions & Mergers
  • Buy/Sell Agreements
  • ESOP Consulting & Planning
  • Estate Planning
  • Succession & Transition Planning
  • Trust Formation

Not-For-Profit Organizations

Not-For-Profit Organizations need assistance in areas outside of audit, tax and compliance services.  Our professionals are actively involved with clients and are committed to the success of their organization’s mission.

As experts in the industry, we provide valuable insights & recommendations, as well as guidance with the following types of projects:

  • Budget Analysis / Preparation Assistance
  • Feasibility Studies
  • Financial Projections
  • Internal Control Evaluations
  • Operational Reviews
  • Strategic Planning

Special Assets

Our professionals provide advisory services to regional/national banks and surety companies related to the analysis/evaluation of companies experiencing financial stress, including deteriorated equity, significant operating losses and unacceptable collateral positions.

As an independent firm focused on privately held businesses, we identify the exact issues that put a company into a financial risk position and provide unbiased, clear and immediate consultation in a crisis situation.

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Services of Interest
 Accounting Services Audit Services Business Valuation Consulting Project Corporate Tax Family Wealth Practice Forensic Accounting Litigation Support Individual Tax

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