Consulting
The tax and accounting side of a business decision, worked out before you commit: forecasts, breakeven, entity structure, buyouts, sales and financing.
Start with what you're dealing with.
Most people call about this. Here is who picks it up.
Starting, buying, restructuring or selling a business
Entity selection, startup financial planning, cash flow strategy, business valuations, and the tax and accounting side of a transaction before you sign it, not after.
What's included.
Take one piece or all of it. Every engagement starts with a conversation about what you actually need.
- Forecasts and pro formas
- Sales forecasts and pro forma statements for planning, lenders and investors.
- Profitability and breakeven
- What a product, location or line of business actually earns, and the volume it needs to cover its costs.
- Formation and restructuring
- Choosing and forming the entity, restructuring it later, and partner buyouts and mediations.
- Separations, mergers and acquisitions
- The tax and accounting side of splitting a business up, combining it with another, or buying one.
- Loan consulting
- Help getting a business mortgage, equipment or working capital financing, and mortgage financing for individual clients.
Who handles it.
Advisory work runs through Ryan Curran. Leia Dennison handles business formations and registrations, and Stephen Kaiafas drafts the documents.
The rest of the firm.
- TaxationReturns for individuals, businesses, trusts and estates, planning done while it can still change the answer, and representation when the IRS or a state tax office writes to you.
- AccountingBooks kept current, payroll and bills handled, and financial statements someone senior will explain. For companies that need more, the whole back office, run as a fractional CFO.
- Assurance & AdvisoryCompiled, reviewed and audited financial statements for the bank, bonding company, buyer or board that asked for them, from a dedicated assurance practice.
Tell us what you're dealing with.
Send the notice, the question or the spreadsheet. A principal reads it and gets back to you with what it means and what we'd do. The first conversation is free.
Send us a message