Plan, protect and grow your business
Advice for every stage of your company — from day-to-day management decisions to buying, selling or handing over the business one day.
Advice that looks ahead, not just back
Tax returns and bookkeeping tell you where your business has been. Our advisory work focuses on where it’s going — helping you make better decisions, protect what you’ve built and prepare for the future.
Whether you’re planning to buy or sell, tightening cost controls or wondering how the business will continue without you, we help you understand your options and plan a clear path forward.
Experience you can draw on
Our team brings backgrounds in Big Four audit, private equity and investment banking — the same analysis used on larger transactions, applied to your business.
Business advisory services
Practical support across the decisions that shape your company’s future.
Succession planning
Options to help your business continue smoothly and protect your heirs and business associates.
Tax planning for buying or selling
Understand the tax impact of buying or selling a business, including how the deal is structured and what it means for your tax bill.
Management advisory
Systems implementation, cost controls, employee benefit plan restructuring and more.
Owner tax planning
Planning around owner compensation, entity structure and a future sale, coordinated with our tax team. Learn more
Internet commerce
Help with the tax compliance and technology challenges of selling online.
Advice from launch to transition
Start & build
Set up a strong foundation.
- Entity and structure decisions
- Accounting systems
- Internet commerce setup
Run & grow
Operate efficiently as you scale.
- Cost controls and budgeting
- Employee benefit plans
- Tax-efficient growth planning
Buy, sell or transition
Make the big moves with clear numbers.
- Tax impact of a sale or purchase
- Succession planning
Real estate, housing and tax credit consulting
Our consulting work supports developers, investors and business owners through complex regulatory and financial decisions, including affordable housing projects.
Clients in real estate, renewable energy and community development rely on our team to model outcomes before capital is committed, identify available tax credits and incentives, and build the documentation investors, lenders and regulators expect.
For affordable housing, we work with the requirements of programs administered by the U.S. Department of Housing and Urban Development and help clients work toward federal and state compliance from application through closeout.
Consulting services include
- Financial forecasts and projections
- Tax consulting and compliance assistance
- Preparation or review of tax credit and tax-exempt bond applications
- Analysis of state Qualified Allocation Plans (QAPs)
- Investor due diligence support
- Risk management
- Cost segregation, through our specialist partner
Support from every angle
Our advisory work often goes hand in hand with our accounting, tax and planning services.
Let’s talk about what’s next for your business
Tell us where you are and where you want to go — we’ll help you map out the options.
Monday–Friday, 9 am–6 pm Pacific