Services

Business Selection, Acquisition, and Formation

We assist our clients through the entire process of business and life planning. This includes assisting in identifying business opportunities, negotiating acquisitions, and advising on the most appropriate way to structure the formation or acquisition of a business. We strongly believe that there must be a match between our clients' strengths, weaknesses, goals, and their business if they are to be successful in their life's endeavors. In this we provide to our clients:

Feasibility Studies
Due Diligence Reviews
Purchase Negotiations
Entity Selection
Business Valuations

Continuing Business Operations

Our clients look to us to be their "chief financial officer." While we provide the expected range of traditional accounting and tax services to our clients, we also go as much further. We fulfill many of the administrative functions that the entrepreneur either does not feel comfortable performing or would rather delegate in order to concentrate on the marketing of their company's products and services. This allows the entrepreneur to have the services of highly experienced individuals on an as needed basis. Typical services in this area are:

Supervision of Accounting Functions
Maintaining Banking and Financial Planning
Tax planning
Information Systems Consulting

Personal Services for the Entrepreneur

We know that for the entrepreneur the only separation between them and their business is the artificial one created by law. In reality, any decision that is made for the business has a potential material effect on the personal and financial life of the entrepreneur. Therefore, in all of the services we perform, we consider the effect that each decision will have on the short and long term goals of both the owner and their business. We understand that you cannot plan for a business without fully comprehending the needs and the goals of the owners and vice versa. With this in mind, we provide:

Tax Planning
Financial Planning
Estate and Retirement Planning
Overall Life Planning