Services

FINANCIAL ANALYSIS

  • Forecasts and projections
  • ROI analysis
  • Financial modeling
  • Cash flow analysis & projections
  • 8(a) target acquisition analysis
  • Monte Carlo simulation
  • Business/product profitability analysis
  • Make, lease, buy or expand decisions
  • Optimization analysis
  • Cost of capital calculations
  • Benchmarking
  • Training in these areas

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MERGER, ACQUISITION & VALUATION

  • Business valuation
  • Buy/sell agreement terms
  • Fairness opinions
  • Cost/volume/profit analysis
  • Valuation analysis
  • Goodwill impairment testing
  • ESOP valuations
  • Some training in these areas

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LITIGATION RELATED

  • Expert witness
  • Commercial damages calculations
  • Lost profits calculations
  • Forensic accounting
  • Fraud investigation
  • Business valuation
  • Pension Valuation
  • Divorce

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SMALL BUSINESS SERVICES

  • Income tax planning
  • Tax return preparation
  • Tax research
  • Accounting system design
  • Business valuation
  • Succession planning
  • Purchase price allocation

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INDIVIDUAL SERVICES

  • Income tax planning
  • Tax return preparation
  • Tax research
  • Trust taxation
  • Estate planning
  • Personal financial planning
  • Retirement planning
  • Divorce planning
  • Pension valuation

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NON-PROFIT

  • Tax return preparation
  • Overhead allocation
  • Unrelated business taxable income
  • Business valuation
  • Tax research & planning
  • Accounting system design
  • Cost of service analysis
  • Financial planning
  • Capital expenditure analysis
  • Reserve replacement analysis
  • Forensic accounting analysis
  • Internal control analysis

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Call today to schedule an appointment!