We provide expert counsel on a diverse set of complex financial and investment matters. We work closely with you to quickly understand your business objectives and provide the knowledge, experience, and support to recommend and initiate necessary improvements.
Our financial advisory services encompass the following areas:
We provide a fresh, unbiased evaluation of your business and focus on helping to determine the factors that really drive your business. In conducting a financial performance review, each component of your business is thoroughly analyzed and reviewed through our proprietary financial models. We then develop a correlation between fundamental business characteristics and financial performance and structure a specific action plan to improve financial performance. We then work directly with you to introduce recommended changes and process improvements into the day-to-day operations of your business and provide ongoing follow-up and support.
We provide business valuation services for use in the sale of an entire business, the divestiture of a division, or the acquisition of a new business. We also work with clients to provide valuation services for employee stock purchase and redemption programs, individual estate planning and gifting, divorce proceedings and settlements, and shareholder buy-outs and disputes. Our methodology uses standard valuation principles as well as the latest developments in financial theory to accurately determine value. The results of the valuation analysis are thoroughly documented and concisely presented in a valuation report prepared in accordance with standards adopted by the American Institute of Certified Public Accountants.
We understand that tax planning for a closely held business often equates to implementation of sophisticated tax planning strategies for the high net worth owner. Consequently, in all of our business engagements we take special care to ensure that recommended business strategies support owner tax minimization goals and future tax, succession, charitable-giving, asset protection and estate plans. Further, we have repeatedly found that our sound tax planning strategies produce positive cash flow opportunities for the business and its owners.
We provide clients with advanced financial models that provide analytical methods and management tools for viewing, analyzing and interpreting complex financial data. Our financial modeling services encompass the following areas:
- Financial statement projections
- Business segment performance measurements and forecasts
- Ratio analyses
- Sensitivity analyses
- Business valuations
- Portfolio analyses
Litigation Support Services
We supply litigation support services to attorneys primarily in forensic accounting in the following areas:
- Expert witness testimony
- Uncovering and locating hidden assets/hidden income
- Falsification of accounting information and data
- Business income/loss
- Loss of income/earnings
- Business valuations
- Bankruptcy related matters
Business Plan Authoring
Working with you in a team environment, we prepare a comprehensive blueprint for the operation of your business over a three- to five-year time horizon. This professional business plan can be prepared for debt and equity acquisition or for internal management use. Included in the business plan is a detailed model of all functional areas of your business (marketing, finance, strategic positioning, industry, staffing, sales, etc.) and a comprehensive written assessment of where the business has been, where it is going, how it will get there, and the resources required to achieve business objectives. Included in the custom business plan is a sophisticated financial model of the expected performance of your business output to standard financial statements including a Balance Sheet, Statement of Operations, Statement of Cash Flows and accompanying detailed notes and assumptions.
Due Diligence Investigations
We assist purchasers, senior lenders, venture capital and equity sources, investment bankers, and commercial lenders in the due diligence investigation process for investment in, lending to, or acquisition of operating businesses. Typical, structured investigations are conducted over a one to three day period with a comprehensive written report delivered at the conclusion of the engagement.
Financial Restructuring Services
We work with management, financial institutions, private investors, and venture capital firms to reduce financial distress and provide bankruptcy alternatives for companies experiencing liquidity problems, excessive debt levels, weak financial and operational performance, and other business transition issues. Our services include:
- Management of the workout process
- Cash flow projections and analysis
- Business plan preparation and execution
- Asset/collateral valuation
- Review of financial reporting, internal controls and management information systems
- Development of restructuring plan and disposition strategies
- Identification of underperforming assets
- Development of new financing sources
- Managerial and executive transition strategies