Advisory services
- Business Planning
- Initial IPO Consultation
- SOX Advisory
- Cost Reductions
- Due Diligence
- Forecasting
- Financing/Funding
- Governance, Risk, & Compliance
- Mergers & Acquisitions
- Restructuring & Turnaround
- Strategization & Growth
- Transaction Advisory
- Valuation
- Buy/sell agreements
- Transfer/sales of business
- Asset impairment analyses
- Estate & gift tax matters
- Succession planning
- Business Valuation
- Business Restructuring
- Tax Consequences
- Retirement Projections
- Tax Projections
- Bankruptcy
- Business Disputes
- Buyouts
- Divorce
- Financing
- Mergers & Acquisitions
- Other Business Valuation Scenarios
- Purchase price allocations
- Wealth Management
- Wealth management advisory services
- Retirement income planning
- Personal financial planning
- Estate and gift planning
- Business succession planning
- Coordination with your other advisors (e.g. investment advisors, attorneys, bankers, insurance professionals)
- Individual income tax planning and compliance
- Investment bookkeeping
- Cash flow analysis and projections