Business Advisory
We offer a number of services designed specifically for closely held businesses that may not have the in-house resources to address certain financial needs. These services include:
- Acquisitions and Mergers
- Bank Financing
- Business Valuations
- Buy/Sell Agreements
- Estate and Gift Tax Planning
- Forecasting
- Insurance Audits
- In-charge Bookkeeper and Controller Placement and Support
- LIFO Inventory Pricing
- Liquidations/Sale of Business
- Litigation Support
- Long-term Tax Strategic Planning
- Personal Financial Planning
- Projections/Sale of Business
- Retirement Planning
- Succession Planning
- Tax Planning and Research
Related Article
Why is a Business Valuation Necessary?
Robert Mendoza
Ownership interests often represent a significant asset of one’s estate and/or portfolio. However, the value of an interest in a privately held company, as opposed to stock in a public company, is usually unknown because there is no active market to sell or trade that interest. Business valuations…
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