Apply Our Expertise to Your Finances

Businesses may dissolve or declare bankruptcy for a variety of reasons. Navigating the process is not easy, so it’s best to partner with professionals who understand it and can guide you to the best possible resolution. Our team will work with you through the process and set expectations of partners and shareholders. With our guidance, you’ll avoid unexpected outcomes or unpleasant surprises.

Bookkeeping may seem simple and straightforward, but as your business grows or you accumulate more wealth from various sources, it can be challenging and time-consuming to keep your books in order. Our experienced professionals will take this on so you spend less time staring at spreadsheets.

As a business owner, you could just get someone to crunch the numbers and file your returns—or you could work with a partner who will also advise and guide you towards the best practices and smartest decisions. Our professional team can help you increase your cash flow and make strategic, long-term plans to put you on the path to success.

It’s all about who you know and what they know. Not only do we have an extensive network of banks and lenders, we’ll guide you through the process of choosing the right type of financing for your business and selecting the best option from what’s available.

You want your family-owned business to endure for generations—it’s your legacy and security for your family. It’s not as simple as just training your children to take over when you’re ready to retire. Let our team help you develop a succession plan around your unique business and family situation.

Our experts perform valuations efficiently and accurately—they routinely pass third party scrutiny. You’ll be able to trust their results whether the valuation is for estate planning, matrimonial or business dissolutions, succession planning, or mergers and acquisitions.

For individuals or business owners who own or rent commercial or residential real estate, cost segregation can increase cash flow. Our team will identify and re-classify portions of your real estate assets to shorten the depreciation periods, giving you a significant tax benefit.

As you’re trying to navigate the unpredictable world of start-ups—creating a business plan that attracts investors, building a rock-solid team, determining your value proposition—wouldn’t it be nice to talk to someone who’s been there before when you don’t know what to do next? Our team has extensive experience working with entrepreneurs of all kinds and we love seeing them succeed. We can advise you on structuring your company, how to get the right financing, budgeting, and retirement planning (even if you think you’ll want to work forever).

No one wants to deal with the litigation process, but our experience and expertise make it easier for you. We can assist with anything from business valuation to forensic accounting to matrimonial litigation, with accredited experts and seasoned professionals at your service. We are approved under Part 36 of the New York State Office of Court Administration and have experience handling court filings and appearing in court.

Merging or acquiring companies can be exciting, but also incredibly stressful. Our team is experienced in every aspect of the M&A process. We’ll perform business valuations so you understand exactly what you’re buying, review purchase agreements, and assist you in structuring the deal so it’s a win-win for everyone involved.

It’s easy to feel overwhelmed trying to anticipate and manage the various areas of risk for your business. We will analyze your business and help you identify key areas of risk, including operations, cyber, compliance, and more. With that insight, we’ll give you the tools to manage that risk as your business grows.

No matter how many efficient systems you implement, the financial and accounting tasks for your business—from coordinating payroll to depositing checks to monitoring credit accounts—take time and a clear attention to detail. With our team on your side, you won’t feel like you need to limit the growth of your business to keep these tasks under control.

Accumulating wealth is one thing—deciding what to do with it is another. Our expert advisors will work with you to determine your goals and values and help you make the best possible decisions about how to handle your assets. We can assist you with charitable planning, budgeting, and other aspects of wealth management.