Strategic Planning
We assist management and ownership with evaluating their strategic market position, assessing the current and future environments in which they operate, evaluating core competencies and moving forward with specific, yet adaptable, strategic plans.
Mergers and Acquisition Assistance
On both the buy and sell-sides, we assist with due diligence procedures, structure for financial, tax and managerial effectiveness and efficiencies, act as a sounding board to provide third-party financial insight and provide significant outsourcing and confidence to management.
Initial or Secondary Private and Public Offerings
Capital is a significant factor in the success of any venture. Our extensive experience with auditing and consulting services related to capital formation in the private capital and public marketplace gives our clients a real advantage as we help them through a difficult and expensive maze. We maintain a stable of public companies directly and through our BDO alliance.
Multi-State Tax Consulting
Through our extensive footprint we have tax experts with experience in virtually every state in the US and many local jurisdictions. So, if our clients have operations in other states or hope to grow into other states' markets, we can help sort the way through the rigors imposed from state-to-state. Or, if our clients are operating in other states and need an assessment of the income tax, sales and use tax, property tax or other tax risks we can provide solutions.
Forecasts and Projections
Effective financial management of an organization should be forward-looking. Through our vast experience in assisting clients, we have the expertise to help clients go beyond backward-looking audits and tax reporting into forward-looking, flexible financial benchmark analysis. We help answer the "what ifs" of a possible plan or initiative.
Succession Planning
Without helping transition from current ownership the probability of a business making it 5 years into the future decreases considerably. We help improve the probability of success from transitioning to a younger generation of ownership or to ownership by current non-owner employees. The cost of not addressing this issue properly could be failure of the business.
Business Structure and Reorganization Planning - We assist clients in changing their structure and reorganizing as part of their adapting to a changing market and industry conditions. In addition, through our BDO alliance we bring various industry and reorganization experts to the table.
International Tax Consulting
Every year more and more of our clients are expanding beyond the US boarders. In those situations, there are a multitude of issues that arise that we assist in, including the tax aspects of their current and future decisions. Since international issues can arise from any one of hundreds of country locations, we coordinate and oftentimes directly assist with tax structuring and planning ideas.
Estate and Gift Planning
Transfer taxes continue to significantly impact high net worth individuals. We help clients minimize the cost of transfer taxes as well as help them with the many other important issues that surround personal wealth transfer and charitable giving.
