Planning and consulting

When we review and assess your financial position, we keep your future in mind as well. We look for ways to improve your internal financial reporting and controls and how you can assess the integrity of your financial and operational information. Our professionals work with you to strategize how to maximize the success of your business by advising on financial reporting, assessing and improving internal controls and evaluating financial procedures. We help uncover and resolve potential problems in areas such as cash control, credit policies, financial procedures and others that are critical to the success of your business.

  • Budgeting/forecasting
  • Business consulting
    – Strategic planning
    – Succession planning
    – General operating procedures
  • Due diligence
  • Employee stock ownership programs (ESOP)
  • Fair value assessments
  • Financing analysis and procurement
  • Financial forecasts and projections
  • Fraud
  • Investigation and dispute services
  • Mergers and acquisitions
  • Peer review
  • Projections and forecasts
  • Sustainability services