No one can predict the future perfectly, but we can all benefit from planning for it. At Mark Robertson CPA we combine our expertise and experience to gain a better understanding of your business to help you be prepared for your future. Depending on your needs, our work can range from top-level reports to detailed financial models to help you manage your business plan and business investment and spending needs.
The range of needs for valuing businesses continues to widen, and our professionals can provide and in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest. Uses for this service include estate planning and compliance, buying and selling businesses, divorce matters, family limited partnerships and ESOPs.
Mergers, Acquisitions, and Sales
Business transactions and transitions are complicated affairs, and whether you’re buying, selling, or considering a potential merger, we can provide professional know-how to help you successfully structure and negotiate the deal. We employ careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics.
Debt and Finance Advising
Whether your needs are corporate or personal, Mark Robertson CPA’s professionals can assist you in sorting out the different options available for debt management and financing that will result in optimal tax implications.
Feel free to contact us at any time for more insight about our financial planning and forecasting services.