Services - Business Valuations

The Firm's valuation services stems from the accounting, audit and tax areas of the practice along with our Firm's commitment to continuing education in this increasingly important discipline.

Estate Planning Valuations

Our firm offers estate planning services so you can minimize both federal and state estate tax liabilities. We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.

Acquisitions and Sales

We advise prospective business purchasers about local market conditions, industry trends, and the financial condition of an acquisition candidate. If you are selling a business, we can offer advice for obtaining the best possible sales price and contract payout terms.

Business Succession Planning & Shareholder Agreements

Stop wondering if and how your business will continue without you there. As experts in business succession planning, our firm can suggest many courses of action to provide assurance that your business will enjoy a smooth continuance and that your heirs and business associates will be well protected.

Employee Benefit Plans

We can assist you with the selecting and implementing the approprite plan for your company. We also can provide the audit services required by the Department of Labor and ERISA for larger plans. Our firm can also help your firm weigh the complex benefits and costs posed by todays qualified and nonqualified pension and profit sharing plans, including 401(k), SEP, SEP IRA, Keogh, as well as,  life insurance and health insurance plans.

Asset Protection

We will determine the replacement cost of your existing assets and evaluate the adequacy of your insurance policies, sinking funds, and self-insurance as appropriate.

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