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The Entrepreneurs Group
Fast moving, closely held companies are the focus of our Entrepreneurs Group. Regardless of your company’s stage of growth, our advisors will tailor their services to your unique needs.
Traditional Services:
Financial Reporting
- Support and assistance for internal client accounting personnel
- Compiled financial statements
- Reviewed financial statements
- Audited financial statements
Tax Compliance and Planning
- Projection of federal and state tax liability and consideration of tax minimization strategies, including related research as needed
- Federal and state tax return preparation
- Assistance with organization or reorganization of legal entities for relation to taxation and liability segregation strategies
- Representation in federal and state tax disputes
Specialized Services
- Assistance with designing, implementing and administering qualified retirement plans
- Cost segregation studies
- Business valuation services
- Estate planning and asset protection planning
- Litigation support services
- Forensic accounting services
- Financial analysis for business decisions such as: { financing alternatives, expansion, joint venture, relocation, incentive compensation structures, merger/acquisition, profit enhancement decisions }
Advisory Services
- Assistance identifying key formal long term financial goals
- Assistance in identifying key financial metrics for achieving long term financial goals: { annual budgeting, cash flow planning and analysis, financial requirements of credit facilities, capital expenditures planning and related financing, operating analysis to plan comparison, benchmarking (comparing financials to budget) } )
- Assistance to ensure the financial plan includes consideration of the following: { cash flow plan, review of financing requirements and existing credit facilities, projected capital expenditure needs and related financing, if applicable, comparison of financial plan to published financial performance of similar size companies in similar industries (peer group), a process for routine evaluation of performance as compared to plan throughout the year }
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Reestablishment Services
(Such as change services, succession services, exchange services, and replacement services)
- We will collaborate with your other trusted advisors-legal, banking, etc.-to help in your desire to buy, sell, or grow your business with the following services:
- Examine key non-financial components in your business in order to make strategic recommendations (in areas such as human resources, information technology, insurance, and other principal infrastructure, to ensure they align with your financial initiatives), including providing appropriate professional referrals, where needed
- Examine and present guidance on various business exit strategies
Partners in the Entrepreneurs Group
Perry Kaufman
William A. Barnard
Geoffrey Gunn
Kenneth W. Kay
George H. Spencer
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