Start-Up & Acquisition Services
We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations, product/service compatibility, competitive tactics and position, financial impact and cash flow considerations. If you’re planning an acquisition, choosing the right practice and paying a fair value are important decisions. We can analyze the seller’s conclusion of value so you have confidence that the practice was fairly valued. Equally important are the terms and conditions of your buy/sell agreement. We can provide transition planning advice as you negotiate the buy/sell agreement.
If you are thinking of buying a practice or selling your practice, the amount attached to the value of your business is important. We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest.
Choosing the form of entity of your business is a crucial decision that can have longstanding tax implications, positive or negative. Should you establish an “S” corporation, sole proprietorship, Limited Liability Company? We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company. We can help you navigate your way through financial concerns, overhead streamlining, staffing issues/recruitment, effective marketing and more.
Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company’s day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.
Our experienced, certified human resource experts can help you find the right people for your practice, provide a wide range of pre-employment testing, help you resolve complicated staffing issues, develop personnel policy manuals, ensure you are compliant in all state and federal regulations and consult on COBRA administration, FMLA administration and other employee benefits.
Preparing payroll in your office is disruptive and risky. This is especially true when you factor in the sick days, vacations, personnel changes and changing governmental regulations that can lead to missed deadlines and penalties. And keeping records and checks off site with us keeps your information more secure. Each client is assigned his or her very own payroll specialist who becomes intimately familiar with your payroll needs.
Retirement Plan Administration
We provide plan service with the utmost care and diligence called for in this highly regulated and monitored environment. Our membership in the American Society of Pension Professionals & Actuaries (an organization solely devoted to the retirement plan industry) provides us with timely technical updates and the latest planning strategies.
Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall practice strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities. We also offer personal tax planning and preparation.