Business Advisory Services

Our diverse range of business advisory services helps closely held companies maximize value and minimize risk during everything from acquisitions, litigations, and reorganizations to evaluating performance standards, business succession planning, and the review of business policies. We meet with you to thoroughly understand your goals, then assess and plan strategies to improve efficiencies and increase profitability. Walthall’s reputation for being proactive and exceeding expectations stems from our proven record helping our clients with important matters that affect their business.

Oftentimes, we call upon our forensic and litigation team and our estate and financial planners in order to ensure the best possible outcome on a variety of engagements. Together, these business advisers consist of more than CPAs and tax experts, but certified fraud examiners, certified valuation analysts, those accredited in business valuation and certified in financial forensics, and personal financial specialists and those certified in financial planning. Your needs are our top priority while we develop detailed and technically sound analyses.

We help clients with:

  • Asset allocation
  • Business valuations
  • Buy-sell agreements
  • Charitable contributions
  • Compliance valuation
  • Domestic dissolutions
  • Due diligence
  • Economic analysis
  • Estate planning
  • ESOPs/ERISA
  • Fairness opinions
  • Financial reporting
  • Forecasting
  • Management advisory services
  • Mergers and acquisitions
  • Operational /profitability consulting
  • Risk advisory services
  • Strategic planning
  • Succession planning
  • Transaction advisory services
  • Wealth preservation