Business Planning


Business Plans

Business plans are an essential tool for companies of all sizes, but are especially critical for businesses in a start-up phase, businesses undergoing significant changes (i.e. succession, changes in ownership, etc.), or businesses needing to raise new capital via debt or equity.  When creating your business plan you should outline the path you would like to take to develop your business, including specific actions relating to short-term directions.  You should also have a detailed plan for the next three to five years, and general plans for the longer term.  We would be happy to review with you the business plan you have created for your business and provide feedback.  The goal should be to have a business plan that can help you create focused, timely, and disciplined management decisions that will result in a successful business for yourself.


Corporate Reorganizations

Tax planning surrounding a corporate reorganization in situations such as withdrawal of a shareholder, mergers and estate freezes cannot only save significant money now, but reduce future taxes payable upon death, dissolution, or sale. There are also special tax items to consider when the shareholder is a US citizen or resident, which we can assist with.


Purchase or Sale of a Business

Buying or selling a business is not as simple as placing an advertisement looking for a buyer or browsing through the classified ads.  There are many aspects to the buy/sell process with regards to businesses, including valuations of the business and negotiating on the final price.  As a buyer, you may need to provide net worth statements or financial statements to your bank in order to secure financing.  As a seller, you may be involved in due diligence processes where potential buyers want to review specific details about your business, its historical financial performance, and its future financial projections.  If you need some assistance in this area, or if you need some recommendations, we would be happy to discuss with you.


Financial Projections and Forecasts

Future-oriented information and analysis is an important tool for obtaining new or alternative financing. We can help you prepare or review your projections and forecasts to help ensure their accuracy, reliability and consistency with established accounting practices.

Please contact us today to set up an appointment date and time at your convenience if you are in need of any or all of the services listed above. We would be happy to assist you!