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Our goal is help your
small or mid-sized business succeed, no matter what the
economic climate. To this end we offer a wide range of
consulting services to help you improve business operations,
boost efficiency, and increase the bottom line. Whatever you
needs, our experienced team of business consultants has the
experience to help you grow and manage your business.
Incorporation And New Business
Our firm can set up a new corporation, partnership, or LLC.
We will advise you on the advantages and disadvantages of
the different types of entities you can choose. Our firm
can assist in market evaluations for new business and
business valuations for the purchase of an existing
Our firm provides cost-effective business valuation
services, quickly and efficiently.
Buying And Selling A Business
Our firm advises prospective business purchasers about
local market conditions, industry trends, and the financial
condition of an acquisition candidate. If you are selling a
business, we can offer advice for obtaining the best
possible sales price and contract payout terms.
Our firm offers complete management advisory services,
including systems implementation and management, cost
controls, employee benefit plan restructuring, and much
Mergers And Acquisitions
Our firm are experienced Mergers and Acquisitions
counselors that can help you perform all requisite
financial analysis and due diligence. We will help guide
you through alternative financing, financial disclosure,
non-compete agreements and a myriad of other M & A
Cash Flow And Budgeting Analysis
We can forecast and evaluate your company's financial
condition, estimate financing requirements, and track
cash-flow sources and uses. We can assist you planning for
capital acquisitions including the tax consequences and
benefits. Our cash flow analysis can be a very important
planning tool for companies with seasonal ebbs and flows of
We prepare professional, GAAP-compliant financial
statements as well as tailor-made financial analyses that
can help business owners and managers eliminate
inefficiency and realize a business’s full profit
Financial Forecast And Projections
We provide complete financial and business forecasting
services, including proforma projections. We can also
create customized “What If” planning scenarios
to help management foresee and plan for unexpected business
Business Succession Planning
Stop wondering if and how your business will continue
without you there. As experts in business succession
planning, our firm can suggest many courses of action to
provide assurance that your business will enjoy a smooth
continuance and that your heirs and business associates
will be well protected.
- The Chartered Global Management Accountant (CGMA) is a global management accounting designation that recognises the unique role played by men and women at organisations around the world who combine accounting and financial expertise with strategic insight to guide better business decisions.
As both a Certified Public Accountant and Certified
Financial Planner,I offer an exceptionally wide range of
services to my client. These services include but are not
limited to the following:
- Corporate income tax preparation.
- Personal income tax preparation.
- Insurance product sales, Including Life, Disability and Long Term Care Insurance. Implemented for personal needs as well as for funding Estate Plans, But Sell Agreements, Key Man and Business Overhead Insurance.
- Fixed indexed Annuity suitability consulting and sales.
- Financial statement preparation.
- Business plans and projection.
- Business advisory services.
- Estate planning.
- Business succession planning(Buy sell agreements
- Despite the range of expertise, I have continually
maintained the personal touch with my clients. Clients love
knowing they can come to me and be greeted warmly by name. My
business clients enjoy their ability to meet with me to
discuss, in confidence, any business matters
Give me a call any time to discuss your tax and accounting
needs. As a long-time local resident myself, I'm always
happy to assist the local community and your initial
consultation is absolutely free.