As a one-of-a-kind independent business management group, we offer a definite perspective that makes a substantial difference to our clients’ business and prosperity.

Business Management

Comprehensive day-to-day array of services for mid-size businesses and high-net-worth individuals while providing privacy and confidentiality.

Read more​ »

Day to Day Finance

We work with our network of bankers, accountants, tax attorneys, insurance agents, mortgage brokers, real estate agents, etc. to provide you with
the services you need.

Read more​ »

Business Consulting

Business consulting services focus on
the critical issues facing a business in conjunction with growth and stability.

Read more​ »

Tax Planning & Government Compliance

Customized set of tax deferred strategies and utilization of closely held entities for greatest benefit. Compliance with U.S.,
state and local tax agencies simplified.

Read more​​ »

Mergers & Acquisitions

Maximize value and minimize risk during acquisitions, dispositions, recapitalization, mergers, reorganizations, formations and other significant transactions. Useful insights on matters relevant to the
decision-making process.

Read more​​ »

Accounting & Financial Planning

Financial record keeping and reporting
for informed decision making. Comprehensive financial planning and
cash flow management for developing, implementing, and managing financial activities with minimum risk.

Read more​​ »


BUSINESS MANAGEMENT

Our main domain of business involves providing a particular brand of services to our clients, often referred to as business management. This involves implementing a all-inclusive day-to-day array of services for businesses and high-net-worth individuals. The spectrum of our business management services is comprehensive and personalized to each individual client’s needs while providing privacy and confidentiality.

DAY TO DAY FINANCE

We work with our network of bankers, accountants, tax attorneys, insurance agents, mortgage brokers, real estate agents, etc. to provide you with the services you need.

  • Banking
  • Bill Paying and Cash Management
  • Budgeting
  • Insurance Supervision
  • Pay all of your monthly and other periodic bills
  • make all bank deposits
  • facilitate ATM cards
  • Coordinate payroll for any employees
  • Coordinate payments to independent contractors and prepare 1099s
  • Monitor monthly cash flows
  • prepare monthly financial statements
  • prepare monthly bank reconciliation
  • Handle all financing (including mortgages, lines of credit, overdraft progection, business loans). Also prepare all loan documents and coordinate loan requirements with lenders

BUSINESS CONSULTING

Business consulting services focus on the critical issues facing a business in conjunction with growth and stability. It is our goal to broaden and clarify opportunities. We bring our perspective that enhances the business’ potential.

TAX PLANNING & GOVERNMENT COMPLIANCE

Customized set of tax deferred strategies and utilization of closely held entitites for greatest benefit. Compliance with U.S., state and local tax agencies simplified.

  • Compensation structuring
  • Asset acquisition and disposition
  • Utilization of closely held entities for greatest benefit
  • Charitable and gift planning
  • Tax deferred strategies
  • Compliance with U.S., state and local tax agencies
  • Coordination with foreign tax representation

MERGERS & ACQUISITIONS

Maximize value and minimize risk during acquisitions, dispositions, recapitalizations, mergers, reorganizations, formations and other significant transactions. Useful insights on matters relevant to the decision-making process.

Entrepreneurs face complex issues and difficult decisions when contemplating growth or exit strategies for their business. Structuring for the sale of a business or conversely, making the right acquisition to expand into new markets, brings risks and rewards. Successful transactions require careful and thoughtful analysis in order to maximize value to a buyer or seller of a business. Our team assists you in navigating the complexity of a transaction by using our experience and industry knowledge to help you maximize value and minimize risk during acquisitions, dispositions, recapitalizations, mergers, reorganizations, formations and other significant transactions. We provide useful insights on matters relevant to the decision-making process including quality of earnings, cash flow, tax issues, and hidden exposures.
Buy Side Services

• Financial and tax due diligence
• Structuring for tax efficiency
• Quality of Earnings analysis including validation of add-backs and cash proofs
• Working capital requirement analysis
• Cash flow due diligence
• Internal controls due diligence
• Identify unrecorded assets and liabilities
• Evaluate purchase agreement terms and conditions
• Post-acquisition integration assistance and transaction reporting
Sell Side Services

• Quality of earnings review to calculate normalized EBITDA
• Evaluate normal working capital calculations
• Review accounting methods to confirm compliance with GAAP
• Strategic tax review to identify opportunities and exposures and help take the target company to market
• Evaluate tax structuring alternatives to help maximize after-tax cash
• Identify opportunities to rollover equity pre-tax
• Modeling for after-tax cash
• Modeling for gross-up payments to make seller whole for additional taxes
• Purchase price allocation assistance to help maximize capital gain
• Evaluate transaction agreement terms and conditions
• Analyze transaction costs and closing payments to maximize ordinary deductions
• Identify key reporting forms and deadlines that arise from the transaction
• Trust and estate planning

ACCOUNTING & FINANCIAL PLANNING

We offer time-tested financial record keeping and reporting for informed client decision making. Comprehensive financial planning and cash flow management to help our clients’ develop, implement, and manage their financial activities with minimization of risk.

  • Financial record keeping and reporting for informed client decision making
  • Cash flow management and planning
  • Forecasts and projections
  • Internal Control evaluations
  • Customization of reports including graphs and charts