Business advisory
Straight answers on the financial decisions that come up while running a business, from people who already know your numbers.
What it includes
- Entity selection and restructuring across sole proprietor, LLC, S corporation, C corporation, and partnership, including multi-entity and holding-company structures
- Cash-flow review, working-capital planning, and ongoing cash-flow coaching
- Break-even analysis, margin review, and pricing strategy
- Support on financing conversations and loan packages, including preparing the financials a lender asks for
- Succession planning and exit planning when you're preparing to transfer or sell the business
- Tax review of a buy-sell agreement your attorney has drafted
- Acquisition consulting when you're the one buying
- Annual or multi-year strategic planning with ownership
- Business valuations, coordinated with an outside credentialed valuation professional
Who it suits
Owners at a decision point, whether that is forming an entity, taking on staff, buying equipment, planning an exit, or considering a change in how the business is structured.
FAQ
Common questions
Do you help with cash-flow guidance and entity-selection decisions for a growing business?
Yes. Cash-flow review and entity selection are two of the most common reasons business owners bring us in, often at the same time as a growth decision.
Should I form an LLC or stay a sole proprietorship?
It depends on liability exposure, how the business is taxed today, and where it's headed. We walk through the tradeoffs for your specific situation rather than giving a generic answer.
Can you help prepare financials for a business loan?
Yes. We prepare the financials a lender typically asks for as part of a financing conversation.
Do you help with succession or exit planning?
Yes, including planning for a transfer to family or key employees and preparing for a sale to a third party.
Weighing a decision?
Tell us what's on the table, and we'll tell you what it means for your numbers.
Request a consultation