We provide the following business services to privately held companies in California.

Accounting Systems Setup

We have staff available to develop an accounting system appropriate for your business.

Business Valuations

Few things are more important to business owners than the value of their business. The valuation you get for your business can make or break a proposition.

Internal Controls

At times you may need a trained outside professional to evaluate your company’s operations to determine if the appropriate controls are in place to ensure proper handling of resources and to protect yourself from employee theft.

We assess your internal control systems to determine the efficiency and effectiveness of your operating procedures. Then we make recommendations that help your company become stronger and more profitable by correcting any inefficient or ineffective operating procedures we find.

Mergers & Acquisitions

  • Market Analysis
  • Acquisition Targeting
  • Valuation
  • Contract Assistance
  • Negotiation/Mediation
  • Financing
  • Due Diligence

Strategic Business Planning

A Strategic Business Plan is much more than a tool to obtain financing. If you still have all your plans and ideas locked up inside your head… preparing a strategic plan helps you clarify your company’s direction, ensures your key leaders are all “on the same page”, and keeps both management and staff focused on the tasks at hand.

Succession Planning

If you own a family business, retirement isn’t simply a matter of deciding not to go into the office anymore. You’ve got some critical questions to answer like…

“What happens to the business when you’re no longer running it?” and

“Will you have enough money to retire?”