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Home > Services > Consulting Services

Consulting Services

Business Startup Consultation

  • Entity Selection
  • Projections/Forecasts
  • Business Plans
  • Loan Packages
  • Operating Agreements/Shareholder Agreements
  • Buy/Sell Agreements

Business Consulting

  • Break-even and Profitability Analysis
  • Cash Flow Analysis
  • Industry Analysis
  • Ratio Analysis
  • Employer/Independent Contractor Issues
  • Retirement and Employee Benefit Plans
  • Research Tax Credit
  • Manufacturing Tax Credit (state)

Transaction Planning

  • Like-Kind Exchanges
  • Lease/Purchase Analysis
  • Mergers and Acquisitions
  • Sale of Business
  • Business Valuations

Specialized Services

  • Succession Planning
  • Personal Financial Planning
  • Estate Planning
  • Litigation Support

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