Business Advisory
We work with business owners and executives to maximize efficiencies and revenue while minimizing liabilities and stress. Our proprietary HK Analytics Dashboard features your real-time budget, actuals, and other important financial stats, and also compares your business to other businesses like it, giving you valuable insight. For our Business Advisory clients, we provide support, guidance, and counsel in areas like:
- Accounting Research & Support
- Board Presentations & Packages
- Budget Preparation / Cash Flow
- Business Plans and Investor Presentations
- Financial Modeling / Forecasts
- Interim CFO or Controller Services
- Business Valuation
- Mergers & Acquisitions
- Business Continuity Planning
- Succession Planning
Business Valuation
Business valuation is a complex process that incorporates specialized knowledge about accounting, finance, economics, and taxation as well as fundamental business principles. Our experienced professionals provide comprehensive, defensible valuations that stand up to IRS scrutiny and serve your objectives. For our Business Valuation clients, we provide support, guidance, and counsel in areas like:
- Fair Market Value & Fair Value Determinations
- Buy-Sell Agreement Valuations
- Estate & Gift Tax Planning Valuations
- Merger & Acquisition Transaction Support
- Partner Buyout & Equity Compensation Analysis
- Financial Reporting & Purchase Price Allocations
- Litigation Support & Expert Witness Testimony
- Strategic Planning & Benchmark Analysis
Fractional CFO Services
Get strategic financial leadership at a fraction of the cost. For businesses that have outgrown basic bookkeeping but aren't ready for a full-time CFO, we help you understand where your money is going, optimize cash flow, and make data-driven decisions while we manage relationships with your accountants, bankers, and lenders. For our Fractional CFO clients, we provide support, guidance, and counsel in areas like:
- Strategic Financial Analysis & Trend Identification
- Financial Forecasting & Performance Projections
- Cash Flow Management & Planning
- Real-Time Data Analysis & Reporting
- KPI Development & Performance Metrics
- External Relationship & Internal Team Management
- Exit Planning & Business Valuation
- Financial Due Diligence for Transactions
Merger & Acquisition Support
Don't buy or sell a business without an experienced team in your corner. Our team provides comprehensive support for business transactions, from quick advisory consultations to full-service legal representation and negotiation. We scale our services to meet your needs and ensure your transaction is structured for optimal results. For our Merger & Acquisition clients, we provide support, guidance, and counsel in areas like:
- Legal, Tax & Financial Due Diligence
- Legal Advocacy & Negotiation
- Third-Party Coordination (Lenders & Brokers)
- Purchase Agreement & Loan Document Review
- Transaction Tax Planning & Optimization
- Post-Closing Business Structure & Setup
- Strategic Investments & Joint Ventures
- Entity Structuring & Asset Protection