Exit / Succession Planning• Succession alternatives, plan, and timeline
• Due diligence preparation
• Exit plan creation and documentation
• Compensation planning and key employee retention
• Company valuation
• Purchase offer evaluation
• Contingency planning
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M&A Advisory / Transaction Support
• Assess M&A alternatives
• Acquisition strategy, tactics, and integration
• Market / industry research
• Evaluate acquisition synergies
• Acquisition financial due diligence
• Assess shareholder impact
• Financial analysis of target company
• Financing alternatives
• Transaction closing process support
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Management Consulting
• Business growth strategy
• Business operational and performance review
• Board of Directors / Advisors formation and best practices
• Customer and vendor contract review
• Management team assessment
• Executive recruitment, retention, and compensation
• Executive coaching , issue resolution, and leadership transition
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Financial / Tax / Accounting Advisory• Tax planning
• Financial modeling
• Audit or review financial statements
• Recast financial statements
• Model and evaluate deal terms
• Evaluate M&A tax considerations
• Interim controller / CFO
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Company Ownership & Capital Structure• Evaluate capital structure and financing alternatives
• Ownership transfer
• Buy-sell agreement
• Seller financing
• Recapitalization modeling
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Personal Financial Planning• Estate planning and transfer of wealth
• Assess retirement goals
• Develop investment strategy and select investments
• Evaluate alternative investments
• Develop tax efficient strategies
• Cash management and budgeting
• Investment portfolio analysis
• Stock option planning
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CPAs
CASE STUDIES
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