top of page
Rock Formations

BUSINESS ADVISORY

Assistance with Buying & Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

 

Mergers & Acquisitions

Finding the right business partner for your company can be a difficult task.  We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations.

 

Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

 

Assistance with Obtaining Financing and Negotiations with Lenders

Let our experienced staff guide you in securing financing for your personal or business needs.

 

Accounting Software Selection & Implementation

With the number of computerized accounting software packages available for small businesses and individuals growing everyday, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs.

 

Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

 

Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Get in Touch

978-686-7200

  • LinkedIn
bottom of page