Business Lifecycle Consulting

The Value of Expert Advice

Finding the time to deal with major challenges and opportunities isn’t easy when you’re busy with day-to-day operations, serving customers, and managing employees.

You want to refinance debt, but can’t get around to putting together financials.

You’re thinking about a new location, but aren’t sure if it’s best to purchase or lease.

You’ve been approached about buying a competitor’s business, but don’t know if the valuation justifies the cost.

How do you know you’re making the right decisions?

Good instincts and luck can only take you so far. At some point, the numbers need to make sense.

That’s where I can help. As a CPA who specializes in small businesses, I work closely with owners who need to make informed decisions at every stage of the business lifecycle — from choosing the right business entity and financing strategy to succession planning.

Typical business lifecycle consulting services include:

  • Annual Business Reviews
  • Corporate Structure and Entity Review
  • New Business Formation
  • Tax Planning
  • Commercial Loan Package Preparation
  • Real Estate Purchase and Lease Analysis
  • Business Valuation
  • Business Purchase and Sale
  • Tax-Efficient Succession Planning
  • Vehicle Purchase and Leasing

To arrange a friendly conversation about your specific needs, call me directly