Advisory & Valuation

Advisory Valuation smTHE BUSINESS ADVISORY DEPARTMENT provides clients with high-level solutions to financial challenges.

Whether the challenge is valuing the company appropriately, structuring capital, entertaining mergers and acquisitions or simply meeting operation cash flow needs, we have a lengthy history of success in overcoming these challenges.

Our team is not comprised solely of CPAs, but also corporate finance and strategy professionals. This allows us to create a roadmap for our clients that’s not strictly accounting-based; rather, it allows us to create a roadmap to optimal value.

We have served companies in a variety of industries, from software and research to manufacturing and distribution. We have also assisted companies of various sizes, from start-up to legacy businesses. Regardless of our client’s situation, we are committed to their success.

Our team has broad and deep experience in these areas:

  • Transaction Planning
  • Mergers and Acquisitions
  • Executive Compensation & Benefits
  • Financial Restructuring and Recapitalization
  • Corporate Recovery and Turnaround Management
  • Business Succession Planning
  • Stock Options
  • Ownership Transfer
  • Buy/Sell Agreements
  • Corporate Finance Advisory Services
  • Strategic Planning