Consulting Services


Business Entity Selection

Choosing the form of entity of your business (e.g. “S” corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Business Consulting

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company’s day-to-day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

Buying and Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. We have the experience to guide you through the acquisition/disposition process by addressing such issues as:

  • Cash flow analysis
  • Structuring the transaction (asset sale vs. stock sale)
  • Tax considerations
  • Due diligence
  • Valuation assistance
  • Liaise with outside counsel and negotiation assistance

Mergers & Acquisitions

Your business could be planning an acquisition mode. Or, perhaps you are considering selling. Either way, we can help you through the M&A process in the following areas:

  • Strategy development
  • Business valuation assistance
  • Transaction structure and timing (asset sale vs. stock sale)
  • Objective feedback, particularly during negotiations
  • Due diligence assistance

Real Estate

Our clients are real estate developers, investors, and brokers of both commercial and residential property. We provide expertise in all areas including day-to-day accounting and management, budgeting and cash flow analysis, financing, buying and selling, and tax planning strategy (e.g. §1031 exchange).


Every stage of a well-run business requires an analysis of its financing and capital structure to ensure proper leverage for continued success. We work with our business owners and managers to develop models for future profits and cash flows. Whether talking to lenders or shareholders, a well thought-out financing plan is important to make proper business decisions. We help our clients avoid ‘driving in the dark’ with our vast experience with growing businesses in diverse industries. We can help determine the proper level of financing and negotiate proper terms through our relationships and knowledge.

Business Planning

Often beginning with the accounting and tax work we produce for our clients, we are able to produce a business plan useful in measuring success as their businesses grow. We can even use benchmark information to develop different scenarios to help develop and implement strategy.
An investment in planning helps bring focus to our entrepreneurial clients while reducing the risk of costly oversights in carrying-out their initiatives. Whether adding an employee or an entire new product line, developing the business and financial implications can help relieve the uncertainty around difficult decision-making.

Accounting Systems

Whether adding capabilities or computerizing a manual bookkeeping function, we have experience with may accounting software programs. We are frequently asked to define the selection criteria and then implement a new accounting system. While we have extensive experience in QuickBooks and Sage, we are able to collaborate and give guidance with most accounting systems projects.