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 Division Analyses

Understanding how different business divisions (or different producers if you are a service-based businesses) and business lines operate independently and with each other is essential for an organization's success.  We can provide a comprehensive evaluation of your organization's distinct operational units, helping you identify strengths, weaknesses, and growth opportunities.  By analyzing financial performance, resource allocation, and operational efficiency, we deliver actionable insights that empower you to make informed decisions.  Whether you're evaluating profitability, restructuring, trying to find cash sinks, or exploring new opportunities, our expert team works with you to uncover key metrics and trends that drive success and maximize division-level performance.

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. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

Planning for Debt

Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level.