BUSINESS PLANNING IS THE FOUNDATION OF FUTURE SUCCESS In today’s fast-paced, competitive world, many businesses face unprecedented challenges. Maybe yours does too. If you agree, then chances are you’re spending more and more time on human resource issues, payroll tax compliance, and sales and use tax than you are on revenue-generating opportunities and planning for future growth. IF YOU FEEL LIKE YOU'RE SPINNING YOUR WHEELS, WE CAN HELP. With years of proven expertise in business planning, we make sure that business owners like you have the information - and insights - they need to remain competitive and ensure financial stability for you and your…

LEGAL DISPUTES CAN BE COMPLICATED, ESPECIALLY WHEN THEY INVOLVE FINANCIAL ISSUES Many legal disputes involve financial matters and they often require analyzing complex financial, accounting, and tax information. Even if you’ve hired an attorney to represent you, you will still need litigation support regarding financial matters. If you’re not sure where to turn, we can help. When you hire us, you get seasoned professionals with extensive litigation and courtroom experience. We work with your legal team to provide assistance with discovery and witness questioning, analysis of existing financial data, preparation of detailed financial reports and reviewing financial reports from the opposing party. Specializing…

PROVIDING STRATEGIES FOR TRANSFERRING BUSINESS OWNERSHIP TO THE NEXT GENERATION - OR NEW LEADERSHIP Developing and implementing a well-designed succession plan is essential to the survival of any family business. Yet, while eighty-five percent of family-owned firms have identified a family member as a successor, just one in eight has a succession plan in place. Are you one of them? If you already have a succession plan in place, then you’re already on your way to a secure financial future, but if you don’t, we are here to help. SUCCESSION PLANNING: THE CORNERSTONE OF YOUR FINANCIAL FUTURE. As trusted advisors, we assist business owners in…

IF YOU NEED BANK FINANCING, IT PAYS TO BE PREPARED. The US Department of the Treasury has invested more than $3.9 billion in community banks across 47 states and the District of Columbia as part of the Small Business Lending Fund. Despite the availability of these funds, however, many small business owners have discovered the hard way that securing bank financing is not an easy task. If you’ve tried - and been unsuccessful at - obtaining bank financing for your small business without the help of a trusted advisor like us, you may be wondering where you went wrong. Banks are not…

MANY BUSINESSES FAIL BECAUSE OF POOR CASH FLOW MANAGEMENT - DON’T BE ONE OF THEM Cash flow refers to the movement of money flowing into and out of a business. Positive cash flow is when you bring in more money than you spend. It is what every business owner strives for because it enables you to pay your liabilities and invest in your business. Conversely, if you are spending more money than you are bringing in, it is called negative cash flow. While there will be times when every business experiences temporary periods of negative cash flow, too many months of negative…