Consulting

I constantly seek new ways to help my clients achieve a competitive edge, and thus maximize their potential. It takes a lot more that just preparing financial statements and tax returns to help clients build wealth and plan for their future. By working closely with attorneys, bankers and other professionals, I manage critical business situations to help clients solve complex problems, minimize risk and take advantage of opportunities in their market place.

As an outside advisor, I bring a fresh prospective and unbiased opinion to help my clients address a variety of critical business planning issues, including:

• Budget design and evaluation
• Capital equipment acquisitions, exchanges and disposals
• Compensation and benefits planning
• Constructing financial models and cash flow projections
• Debt and equity financing alternatives
• Developing effective business plans
• Expense analysis and reduction
• Expert witness testimony regarding accounting and/or tax issues
• Merger, acquisition and divestment opportunities
• Strategic planning to define direction and allocate resources
• Succession planning