SPECIALIZATION IN OWNER TRANSITIONS/BUYOUTS

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Professional valuation services that determine the financial worth of businesses and business interests. Services include developing comprehensive business and exit plans, assessing minority ownership positions, and valuing non-marketable or illiquid assets for purposes such as investment decisions, succession planning, compliance, and transactions.

Comprehensive accounting services provided by licensed Certified Public Accountants, including financial reporting, tax preparation and planning, compliance support, audit assistance, and strategic financial guidance to help organizations maintain accuracy, meet regulatory requirements, and improve financial performance.

End-to-end financial management services covering bookkeeping, budgeting, financial analysis, cash-flow management, reporting, and strategic forecasting to support informed decision-making and maintain accurate, compliant, and transparent financial operations.

Services focused on managing and supporting an organization’s workforce, including recruitment, onboarding, employee relations, performance management, training and development, compensation and benefits administration, and compliance with employment laws and regulations.

Technical services that support, manage, and optimize an organization’s technology infrastructure—including networks, hardware, software, cybersecurity, and cloud systems—to ensure efficient operations, data integrity, system reliability, and secure digital workflows.

Expert guidance and valuation support for ownership transitions, such as partner buyouts in privately held companies or service firms (e.g., ISPs). Services include financial modeling, fair-value assessments, negotiation support, transaction planning, and structuring buyout agreements that protect all parties’ interests.

Strategic consulting designed to help small service-based businesses—such as consultancies, agencies, and back-office firms—prepare for a successful sale or transition. Services include business valuation, operational cleanup, financial documentation, market positioning, risk reduction, and developing an exit roadmap that maximizes business value and readiness.