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Business Acquisitions & Sales

Buying or selling a business is one of the biggest decisions you’ll make in life.

Buyers:  We counsel you through everything you need to know when you’re considering buying a new company – such as business valuations, securing financing and long-range viability.

Sellers:  When you’re selling a business, we evaluate all of the tax implications and the impact the sale will have on your financial life. We make the leap off the cliff look a lot less steep.

Call us when you  need:

  • Merger and acquisition due diligence
  • Business valuations
  • Tax planning
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“Howard audited our books, advised us on taxes, and assisted in financial planning.  He was instrumental in advising us on selling the business. He put together the financial part of the presentation...
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Steve Cohen
Retired business owner