Buy or Sell Your Business With Confidence
From financial due diligence and tax structure to cash flow modeling and asset allocation, our experienced team is in your corner.
Buying a Business
Financial Due Diligence
Review financials and payroll records, assess SDE or EBITDA, and identify potential financial risks, inaccuracies, and areas of non-compliance.
Tax Due Diligence
Review the company's tax liabilities to determine whether appropriate taxes have been paid for the preceding three years.
Tax Advisory
Assist you in negotiating the allocation of assets for a tax-advantageous position.
Entity Advisory
Consult on appropriate entity formation for the purchase.
Cash Flow Modeling
Create a post-close budget to forecast revenue, profit, debt coverage, and bear / bull scenarios.
Post-Close Finance & Tax
We'll get you started on the right financial footing with accurate, up-to-date books, worry-free tax compliance, and finance advisory services.
Selling a Business
Exit-Ready Consulting
Sell your business for the price you want, on the terms you want, all while protecting your employees and everything you've built.
Exit-Ready Financials
Messy books and mismatched tax records kill deals or drastically reduce purchase price. Get your books in order and max out your multiple.
Tax Advisory
Assist you in negotiating the allocation of assets for a tax-advantageous position.
Book Your Free Strategy Session
Build the business you've always wanted. Let us handle the finances and tax.