Debt Review & Restructuring

Our qualified professionals have extensive experience in analyzing debt proposals and negotiating innovative structures to accommodate your needs. Whether it’s an existing debt facility or taking proposals from new lending sources‚ we are skilled at analyzing complex financial information to make certain you select the debt structure that is right for your business.

Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company’s day–to–day operations. With a solid background in tax and other financial matters‚ we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

Business Entity Selection

Whether starting a new business‚ expanding by acquisition or creating a new division‚ entity selection (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 Valuations

Whether you are thinking of buying or selling a new business‚ updating your estate planning‚ or in the midst of a difficult divorce‚ the amount attached to the value of a privately owned business is important. We have an accredited business valuation professional on staff that can provide useful and objective analysis to assist you in the valuation of any business in which you have an ownership interest.

Buying & Selling a Business

The proper structure of the purchase or sale of a business 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. If a merger or acquisition is in your future‚ finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as product/service compatibility‚ competitive tactics and position‚ financial and debt impact‚ and cash flow and tax considerations.

Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling‚ our experienced staff can show you what it will take to achieve your company’s financial goals.