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General
Business
Asset Protection
Asset protection, or wealth preservation plans make the enforcement
of judgements against protected assets nearly impossible and allows
the owner of protected assets to retain substantial control over
these assets. Our firm can assist you with an asset protection plan
that may include family limited partnerships, or offshore trusts.
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Forensic
Accounting
We use accounting and auditing skills to provide an analysis of
financial records in conjunction with dispute resolutions, as well
as fraud and theft investigation. Our damage measurement methods
can determine the extent of financial loss and illegal accounting
practices.
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Financial
Forecasts & Projections
Forecasting is a necessity when trying to effectively manage and
lead a business to profitability. From simple projections to complex
financial modeling, our experienced staff can assist you in achieving
your company's financial goals.
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Cash Flow & Budgeting
Analysis
A business can be profitable and still run into trouble due to cash
flow issues. We can forecast and evaluate your company's financial
condition, estimate financing requirements, and track cash-flow
sources and uses.
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Consulting Services
We gauge our worth by the personal and business successes of our
clients. We can help your business identify areas negatively affecting
profitability and growth and develop solutions that are practical
and technically sound. In addition to acting as a sounding board
for management, we provide comprehensive, flexible strategies that
address the issues affecting your business. The following is just
a few of the areas in which we provide consulting services:
*Accounting software selection and implementation
*Type of entity selection
*Business valuations
*Buying/selling a business
*Computer systems
*Financial & retirement decisions
*Estate, trust & gift planning
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Business
Succession Planning
Effective coordination of the transition of your business to your
successors is critical to ensure its continued success once you
decide to remove yourself from the company's day to day operations.
With a solid background in tax and other financial matters, we are
fully qualified to address the complex issues of business continuation
and can assist you in developing a strategically sound plan.
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Business
Valuations
Whether you are thinking of buying a new business or in the midst
of a difficult divorce, the amount attached to the value of your
business is important. We can provide useful and objective analysis
to assist you in the valuation of any business in which you have
an interest.
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Buying & Selling a Business
Structuring the purchase or sale of a business properly is a critical
step in the process of buying or selling a business. Our competent
staff has experience to guide you through the acquisition/disposition
process by addressing such issues as cash flow analysis and tax
considerations.
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Financial
Planning
A properly structured financial plan enables you to face any financial
challenge that may present itself at each stage of your life. Through
the financial planning process, we can help you assess your financial
needs and develop strategies that will enable you to achieve your
goals and strengthen your financial security.
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Management
Advisory Services
Even the most qualified managers can benefit from competent, objective
feedback. We can help your company's management team develop long-term
objectives and specific strategies to facilitate your company's
future growth and success.
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