PLANNING
Business Strategic and Financial Planning
When you have a business plan, both your successes and your failures are primarily matters of luck. If you'd rather depend upon your talents and experience, let us assist you in preparing a long-term strategic plan for your business.

We will help you gather the necessary information; establish a mission statement and overall objectives; develop the required projections; review procedures; and allow for the flexibility it takes to meet the expectations of investors and management.

Budgeting and Forecasting
A sound business plan with realistic goals must include pricing and credit policies. Our experienced staff can help you determine essential sales and cost forecasts and cash flow projections. From this information we can work together to develop an understandable and workable budget for your business.

Tax Planning
Inadequate or inexperienced tax planning can destroy a business. Projecting tax consequences and establishing procedures that minimize tax liabilities should be high on your list of priorities, as they are ours. Avoid tax problems by using our tax experts to plan ahead in a knowledgeable way.

Business Acquisition Planning
When the "for sale" sign goes up on your competitor's business or you see an opportunity to acquire a related business, you need information and advice fast.

The success of an acquisition depends upon far more than its purchase price. A "clean balance sheet" says little or nothing about business growth, trade credit history, or the stability of suppliers and customers. Attention to these and countless other details can ensure the success of your long-range plan for the acquisition. We will help you conduct quick and complete acquisition investigations confidentially.

Succession Planning
You don't want to work forever. And you certainly won't live forever. If your business is your retirement vehicle, and/or you expect to have your business succeed to your heirs, you must plan for that succession.

Our knowledge and experience enable us to anticipate problems, which might interfere with the smooth succession of your business and supply alternatives, which provide workable solutions. Use our broad range of skills, including our financial expertise, to develop a succession plan that is tailored specifically to your needs and the unique characteristics of your business.

Personal Financial Planning
Planning for your personal long-term financial goals means developing short-term objectives to help you reach those goals. Our close working relationship with our clients allow us to assist them in creating personal financial plans that are in line with both their capabilities and their overall plans for business and family needs.