Industries [ Manufacturing & Distribution ]


Our goal is to gain a thorough understanding of your goals and needs, and then complement your strengths with our financial, tax, business management and wealth planning skills. We understand the importance of not only hitting your objectives but also preserving your success, exploring new business opportunities and planning for business succession.


- Development of profit plans and budgets - Property tax planning
- Analysis of product costs - Business planning
- Enhancing use of technology - Planning for management transitions
- Debt structuring - Sales and use tax planning
- Cash flow planning and management - Stock buyout planning
- Business opportunities analysis - Family estate planning
- Employee benefit plan consulting - Planning for family and charitable giving
- Combined business and personal tax planning - Business valuations to support giving strategies
- State and local tax planning
- Due diligence procedures to explore viability of
  acquisition opportunities
- Income tax planning for companies with
  foreign sales
- Improve timing, reliability and comprehension of
  financial reporting