Consulting Services

Mergers, Acquisitions & Transaction Advisory:
Succession planning
Compensation Arrangements

  • Buy-Sell agreements
  • Employee benefit plans
  • Deferred compensation arrangements
  • Fringe benefits
  • Employee stock ownership plans
  • Accounting software implementation and training
  • Internal control implementation and training
  • Retirement planning / Wealth management
  • Planned charitable giving

Mergers, Acquisitions & Transaction Advisory:
Mergers and acquisitions bring an overwhelming amount of financial information that needs to be scrutinized carefully prior to commitments being made. This is an overwhelming task for any single manager who still must tend to day to day operations. Our expertise in accounting and tax allow us to assist our clients in identifying specific risks and opportunities in any large transaction such as mergers or acquisitions. Allowing professionals to assist will ensure you have the proper knowlege to make an educated decision before you sign on the dotted line.

Succession planning:
Selling your practice starts much before the sale. While strong revenue and profit numbers are important to buyers of any business, true value comes with streamlined operations being transferable. We work with our clients to maximize their transferable value for years before the sale occurs then plan the most tax efficient way to transfer that value to prospective buyers or family members.

Compensation Arrangements:
Certain key employees’ leadership and creativity directly affect the success or failure of your company as a whole. The goal of a compensation package is to align the financial success of that individual with the success of your company. We routinely work through creative arrangements that have proven to align key employees’ actions with the goals of the company as a whole.

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