Business Advisory
Traditional public accounting services help clients evaluate the past and present. With our business advisory services, your future is in the arena.
Long-term growth and profitability are dependent upon effective business planning and tracking results. We use your business goals as a foundation for our services.
Examples of our services include:
Management Consulting Services
- Cost control systems development
- Design and installation of accounting systems
- Cost and financial information development
- Organization and operations reviews
- Product line profitability analysis
Capital Cost Recovery Planning
- Depreciation studies
- Research and development credit planning
- Real estate and personal property tax studies
Financial Advisory/Special Services
- Valuation of closely held entities
- Obtaining/evaluating financing alternatives
- Operating results analysis
- Internal forecasts, budgets and projections
- Expert witness testimony
- Regulatory compliance
- Automated fixed asset accounting
- Purchase/lease analysis
- Ratio and operating trend analysis
Mergers, Acquisitions and Divestitures
- Design, structure and formation of reorganization transactions
- Tax-free or taxable distributions to shareholders
- Cost allocation methods and procedures
- Liquidation and sale alternatives
- Evaluation of tax implications
- Preservation of net operating loss carryovers
Corporate Compensation and Retirement Planning
Employee Benefit Plans
- 401(k) plans
- Executive compensation plans
- Employee stock ownership plans
- Tax Accounting Methods
- Inventory planning (LIFO, FIFO, etc.)
- Installment sales
- Long-term contract methods
- Cash basis model vs. accrual basis method
- Revenue recognition techniques
Management Information Services
- Business management software consulting
- Business process and systems analysis
- Evaluation and selection of technology vendors
- Software and hardware selection
- Customized training
Family and Estate Tax Planning
- Creating a plan/family income shifting
- Buy-sell agreement development
- Recapitalizations of corporate entities
- Estate freezes utilizing partnership and family capital corporations
- Wisconsin Uniform Marital Property Act considerations/divorce tax planning
- Annual gifting program
- Insurance funding analysis
- Personal financial statements
Business Advisory Needs
Rapid growth, changing products and markets, tax and regulatory requirements, and increased competition are just a few of the issues that can affect the performance of your business.
Our goal is to help you address these changing needs by combining traditional financial and tax services with our ability to provide comprehensive business advisory and consulting expertise to you and your business.
Your specific needs may be most effectively addressed by a single management expert or by a team of professionals. We are experienced working with attorneys, bank officers, insurance agents, investment advisors and other professionals to meet our clients’ planning objectives.
Download our printable brochure
For more information, contact our Business Advisory Team:
Charles Pavlik
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