Business Consulting

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We offer a comprehensive range of financial statement preparation services. Needs of clients for these services range from large “clean-up” operations in order to create an accurate baseline from which to make stakeholder decisions, pre-audit preparation for both financial and tax purposes, as well as due diligence accounting work for both buy and sell-side transactions.

We provide an array of critical CFO Services which include:

• Forecasting
• Budgeting
• Cash Flow Planning
• Sensitivity and Scenario Analysis
• Treasury functions

Often requested as a follow-on to Financial Statement and CFO services or carried out in conjunction with those services in closer proximity to a liquidity event, our Due Diligence and Transaction Advisory Service assists owners in creating and receiving maximum value when selling their business, or to ensure a fair price is paid and maximum value is received when purchasing a business. 

If we can stress one recommendation to sell-side clients, it’s to begin the planning and preparation process far in advance of your expected exit date. The advance preparation and investment in your business will give you the best opportunity to receive considerably stronger offers than without prior preparation.