If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but personal enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.
As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
Valuation & Consulting specializes in business valuations. We provide business valuation services for all types of engagements for any industry or profession. Our comprehensive detailed reports support our conclusions and meet the standards set forth by the profession and the Internal Revenue Service.
Our approach is to full understand your business in order to know what constitutes its value. We will work closely with you to analyze your operations and historical financial data. This enables us to provide a well-reasoned, fully documented and defensible valuation opinion.
We fully provide a range of business valuation services for the following needs:
- Business Disputes
- Business Loans (SBA)
- Economic Damages
- Estate Planning
- Mergers & Acquisitions
- Other Business Valuation Scenarios
Buying or Selling a Business
Business transaction consulting involves a host of services and skills and experience.
We have been involved in pricing, valuation, negotiation, deal structure, tax planning, due-diligence and mergers & acquisitions.
We can deal in transactions in any size for most services, but generally work with companies under $10 million in sales. As consultants, we will represent either buyers or sellers as advocates. For business valuation services, company size is never an issue. We can value any size company.
Few business decisions are more important, complex and potentially business altering than a buy or sell decision. When you are ready to sell your business, we can provide support at every step, including valuing the business, vetting potential buyers, and supporting due diligence. If a buying opportunity presents itself, we can help by providing valuation services, developing negotiation and financing strategies, and managing the due diligence process.
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle estate and trust tax-related matters.
When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We are ready to provide this type of financial analysis to support the continued prosperity of your business.
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we have years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.
Litigation support is more than providing expert testimony. Having a solid understanding of financial facts often leads to a resolution of issues before going to trial. My goal is to inform and assist you in areas of our expertise to allow you to make informed decisions for dispute resolution.
In the event litigation is unavoidable, I can provide testimony as an expert witness.
Technical expertise, professional judgment, and experience are just a few reasons why I excel in providing expert opinion testimony. Sound reasoning and strong communication skills allow my positions and opinions to be clearly explained with comprehension.
I provide the following Litigation Support/Economic Damages Consulting
- Expert Witness
- Economic Damages – Commercial Lost Profits
- Economic Damages – Personal Injury and Wrongful Death
- Business Valuations in respect to loss of business value
Please request my expert witness CV if I can be of service to your clients.
Management Advisory Services
Our Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. We can provide support in business planning, mergers, acquisitions, and other advisory support. Contact our office to learn about the full range of services we provide.
Tax Planning & Preparation (Business and Personal)
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having a tax professional, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.
Oil and Gas Interest Valuations
A specialty here at Valuation and Consulting, LLC is performing Oil and Gas Valuations. We provide valuations of the following types of interests utilizing the income and market approaches. The interests can be producing or non-producing interests.
- Overriding Royalty Interests
To value these interests, we would need your current legally described ownership interests, names of wells as well as any checks you have received historically.