STRATEGIC PLANNING

Achieve Your Goals

Start-Up Services: Choice of business entity, including analysis of tax ramifications, legal protections, and employee benefits options. Complete and submit federal and state applications of identification numbers. Apply for business license. Registration for state income tax and sales tax withholding and remittance. Accounting and database software selection, customization, and implementation. Staff training.

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Special Needs: Crisis management for business in trouble. Appraisals and auctions. Turnarounds and workouts. Orderly liquidation of assets. Problem loan resolution and workout resource for lending institutions. Human Resources. 401K. Workers' Compensation.

CONSULTING

Work With Experts

Accounting & Tax Service: Prepare quarterly payroll tax returns. Prepare W2s and 1099s. Prepare personal property return. Prepare and review federal and state corporate tax returns. Prepare P&L statements, balance sheet, statement of owner's equity. Enter, post, and reconcile bank statements. Accounts Payable. Accounts Receivable.

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Litigation Support: Bankruptcy planning, asset management and disposition. Expert witness testimony. Problem loan resolution. Insolvency accounting. Damage claims. Fraud and embezzlement. Marital dissolution.

ADVISING

Grow Your Business

Business Plans: Provide a clear, precise, and meaningful sense of direction for your company for a specified period of time. Plans can be prepared for both internal and external purposes. Secure funding and lines of credit. Incorporate performance measurement and key employee motivation. Present information effectively to outside parties.

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Business Valuations / M&A: Transition planning. Secured lending and advisory services. Stakeholder requirements, including buy-sell agreements, forecasting, feasibility analysis, and strategic planning. Tax analysis and planning, including estate planning, employee stock ownership pans (ESOPs), gift and estate taxes, purchase price allocation.