Our Services

- In-depth interview to learn about your business, operations, pain points and goals

- In-depth analysis of the historical financial statements, complete with KPIs, performance dashboard and detailed explanations.

- Wellness check for the business

- Benchmarks

- Next step advisory: scenario planning, forecasting based on goals

- Reasonable compensation study included

- Detailed tax analysis to determine whether S Corp election makes sense

- In depth personal meeting (via zoom) to determine reasonable compensation for current or prospective S Corp shareholder/owner

- Report produced and provided to current or prospective shareholder to substantiate reasonable compensation requirements. Methodology used is consistent with IRS methodology used in audits. This report is audit proof.

- Tax preparation and accounting support

- Analysis of EBITDA/debt service ratios

- Analysis of AR for concentration and diversification

- Overall business “health” check

- Covenant reporting support and set up (if necessary)

- Data room creation

- Deep dive into operations

- Ensure financials are current and accurate

- Accrual conversion as needed

- Assist in providing financial data around revenues, margins, AR and AP concentration

- Business Valuation Specialist Support

- Business Plan Support

- 3-Year Forecast

- Assumptions Footnoted