Advisory Services

We believe it’s our business to ensure your business succeeds and thrives. We’re more than accounting experts — we’re trusted advisors and dedicated partners who deliver sound business guidance and solutions. As a locally owned private business, we understand the unique challenges you face, and can advise you not only as experienced professionals, but as fellow business owners. We’re privileged to be on this journey with you and to walk alongside you every step of the way, from choosing an entity to managing risks to succession planning.

Business Consulting

  • Evaluate and choose the most advantageous business entity
  • Advise on economic and tax aspects of buying or selling a business
  • Strategic planning, situation analysis, and goal setting
  • Operations management
  • Performance improvement
  • Benchmarking
  • Human resources management

Succession Planning (for closely held and family-owned businesses)

Help you build a business model that grows and flourishes today — and survives changes in the future — by developing a solid business framework that focuses on:

  • Strategic planning, training, and communication
  • Goals and objectives
  • Business, marketing, and compensation plans
  • Budgeting
  • Education and training of your successors
  • Clear definitions of each successor’s roles and responsibilities
  • Performance reviews and business success metrics
  • Establishing a board of directors

Develop a succession plan that includes a business valuation report to determine:

  • Fair market value
  • A buy-sell agreement
  • An orderly transfer of business
  • Providing funds for the purchase
  • Tax planning
  • Transfer of stock

Internal Control and Fraud Investigations

  • Internal controls check-up
  • Internal controls review and design
  • Fraud investigation

Stock-based Compensation Consulting


  • Consult on the types of executive and employee compensation plans
  • Provide guidance on accounting for stock-based compensation plans
  • Provide guidance on tax implications of compensation plans


  • Determine the type of stock compensation that will best meet your needs and achieve your goals
  • Advise on the best time to exercise options and sell shares
  • Analyze how your stock compensation impacts retirement and estate planning
  • Shift income from ordinary tax rates to lower tax rates (capital gains)

Mergers and Acquisitions

  • Due diligence
  • Valuation
  • Negotiation
  • Tax determination
  • Review of tax documentation
  • Transition strategy and forecasting