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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