READ IMPORTANT INFORMATION REGARDING BENEFICIAL OWNERSHIP INFORMATION (BOI) REPORTING IN OUR BOI LETTER.
DEADLINE TO FILE IS 01/01/2025.

Services

Business Advisory

Many services that we provide are non-recurring in nature and may very well cross over into other service areas. We can provide advice and analysis with respect to many business areas that include:

  • Review of accounting software needs and if required installation and training

  • Assessment of Employee Benefits, including retirement plan alternatives

  • Analysis of Capital Expenditure needs and alternate sources of funding

  • Participation in the feasibility, structure and substance of Mergers and Acquisitions

  • Aid in the development of shareholder/Owner operating agreements and buy/sell agreements

    

  • Mergers Acquisitions
  • Accounting Software Consulting
  • Buy/Sell Agreements
  • Employee Benefit Analysis
  • Capital Needs Financing