Some clients are interested in either developing an idea for a new business or developing a program to take an existing business to the next level. We have extensive experience in strategy consulting and business and financial management that can be combined in various ways to produce the desired results.

Some clients use us to help develop a strategic plan and provide ongoing business counsel. In many instance the objective is to develop a polished, cogent document or presentation that analyzes and communicates the business concept to appropriate constituencies such as prospective investors or lenders, potential customers and/or potential clients or vendors. In other cases our client is interested in assessing feasibility of an idea, and sharpening their own thinking before publicly exposing their plan.

In addition to developing and producing the plan we have the ability and credentials to go to market on your behalf. We routinely conduct secondary research through an extensive array of databases and other sources. We have a variety of primary research techniques that we use such as focus groups, faceto-face and phone interviews, and where appropriate, mailed and emailed surveys. This capability can also be focused on collecting the pertinent information to assist with a business decision, such as a change in product or pricing. In these situations we will analyze and present the data in a way that helps frame the business question being considered.

As experienced financial managers we can develop and test financial projections as needed. If you have already developed a set of projections we will help you refine them to enhance their credibility.

As professionals who are actively involved in facilitating business purchases and sales we are in a position to value an existing business, and help you determine which valuation levers are likely to provide the greatest sustainable increase in business valuation. We can also help you project reasonable future valuations for the business, subject, of course to market caveats.

You can outsource some or all of your financial management to us on an interim or long-tern basis. In some situations we have provided clients with the knowledge and tools to manage this function (including regulatory compliance) during the year, so we normally only work with them at year end (for reporting and tax filing purposes). In other cases we provide quarterly, and sometimes more frequent support preparing financial statements, employment and income tax filings, as well as interfacing with lenders and other interested parties. In some situations we help clients with capital budgeting and other business decisions.

Our tax preparation practice focuses on both business owners (who find it helpful to integrate their personal and corporate tax returns, as well as individuals with sophisticated tax situations. Typically we will work with our tax clients throughout the year to help them with their single and multi-year tax planning.


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