From launching your business and setting up your financial systems to planning for succession, our financial professionals are with you every step of the way. More than just trusted advisors, our business specialists bring knowledge and perspective to every issue, big or small.
- Buying a business — Through a detailed analysis of the business you are considering buying, we can help get a real sense of the business’s strengths and weaknesses to avoid surprises.
- Selling a business — Whether we are assisting during negotiations, reviewing letters of intent or simply making sure you are aware of all tax implications and risks, our goal is to protect your interests.
- Shareholder agreements — We can assist in establishing a framework for your business to help ensure future success.
- Business plans — We can help you determine an approach that makes sense, one that also helps you secure the funding you need to get started.
- Cash flow projections — More than just money in and money out today, we can help you identify your future cash needs in advance so you can ensure you have the necessary funding for future operations.