Consulting Services
As a company, we cannot succeed without first working to ensure the success of our clients. Your business success comes first.
Working closely with your business, we provide consulting services to help identify the barriers to profitability and seek out the recesses where waste hides. We are your sounding board and objective advisor. But we do more. We also provide a roadmap to greater efficiency and reduced excess with practical solutions to address the challenges affecting your business.
- Business Financing
- Buying / Selling a Business
- Business Entity Selection
- Ownership Succession Planning
- Cash Flow / Budgeting
- Strategic Planning
- Business Plans
- Internal Control Evaluation
- Income Tax Accruals
- Pre-Audit Preparation
- Retirement Planning
- Fraud Investigation
Accomplishments
Help client create a family limited liability company resulting the savings of over $1M of estate tax.
Provided monthly controllership services to a client, allowing them to postpone the hiring of a full time controller. Resulted in savings of $4,000 per month.
Provided guidance to business entity contemplating bankruptcy, enabling them to avoid bankruptcy filing and returning to profitable operations.
Sourced the equity financing for clients where conventional financing was not available. Financings ranged from $500,000 to $5,000,000.
Successfully guided businesses from conventional bank financing to asset based financing, when economics dictated. Companies were able to remain in business and thrive.
