Business Advisory and Consulting
Strategic, tactical and operational initiatives for improving how companies and organizations deliver upon their mission and increase their bottom line
Closely held businesses, not for profits, and governmental entities face an array of short- and long-term challenges. These hurdles range from forecasting the future to accommodate strategic planning needs, to making smart tactical and operational moves to improve how they deliver upon their mission or increase their bottom line.
Employing outside consulting or advisory services is an appropriate way for organizations to meet these and many other accounting, financial, operational, compliance, or process improvement challenges.
Business owners and managers confide in us for a wide array of advice, counsel, and strategy to set them up for continued and future success. Solutions include:
Mergers & Acquisitions:
A M&A transaction is for businesses looking to buy or sell their business and know the available options. It involves combining the accounting, legal, operational, HR, marketing, and financial activities of two organizations in manner that delivers the right benefits to the right organizations at the right time in their business life cycle. Businesses or organizations will seek a merger or acquisition for purposes ranging from enhancing shareholder value to gaining and maintaining a competitive edge.
Do you know what your business is worth? A business valuation can serve a wide range of needs like helping business owners or C-Suite managers negotiate a strategic sale of their business, minimize the financial risk in matters of litigation including corporate dissolution and marital disputes, reduce taxation in regard to gift or estate taxes, and more.
Effective litigation support requires a team of certified experts experienced in dispute resolution working alongside attorneys, from discovery through a trial or hearing. Litigation requiring support generally comes in the form of assessing and delivering an opinion on complex accounting, business valuation, or tax issues associated with a dispute.
Transitioning a business to new ownership requires a plan for maximizing the value of the business and minimizing adverse tax consequences. In addition, a sound exit or succession plan includes activities to develop new managers and prepare you for post-sale life, whether that path leads to retirement or a new business venture. Exit and succession planning looks different for all business owners. Knowing your options early helps you plan and make the best decisions for your business situation.
Outsourced Accounting & CFO Services
Outsourcing the CFO function provides business owners and Executive Directors the opportunity to save money without sacrificing the benefits of having a skilled professional handling a company or organization’s financial and operational management needs.
Fraud and Forensic Accounting
Fraud and employee theft are preventable, detectable, and susceptible to quick, aggressive responses. It’s important for companies, NFPs, and governmental entities of all sizes to have a fraud prevention, detection, and response plan. The first step is a risk assessment that’s usually followed by recommendations for stronger, more preventative internal controls.
Business Process Improvement / Lean Six Sigma
Many companies and nonprofits are reevaluating their business processes and looking for opportunities to automate and outsource as well as become more efficient and profitable. Businesses often turn to the processes, methodologies, tools, and technologies of business process improvement including Six Sigma and Lean Six Sigma, Continuous Improvement (CI), and Business Process Management (BPM) to identify, analyze, and execute actions for increasing quality and maximizing profitability.
Other Adams Brown Solutions
If you would like to learn more about business advisory or consulting services, contact Michelle Ryan, CFO Service Line Leader, using the fillable “Contact Us” form on this page.
For more than 20 years we have had a strong, stable relationship with Adams Brown. Their knowledgeable team has a strong understanding of our business and have been great partners. They have been instrumental in improving our business and financial operations over the years. We have never considered changing firms and would recommend them to anyone without reservation.
Walt Hill – High Plains Mental Health Center
The prompt, personal service provided by the Adams Brown team is the best benefit in working with this firm. They offer knowledgeable advice and help my business plan for any eventual scenario. Their guidance and support show their commitment to helping our business succeed. I would recommend them to anyone looking for an accounting firm that has the best interest of the business and its success at heart.
John VonLintel – JROBB, LLC
Par Exsalonce has used Adams Brown for over 10+ years for our payroll needs and have found them to be informative, helpful and accommodating. The salon is quite large and we are constantly adding new employees to the two locations. In addition, they handle insurance, IRA, Aflac and other deductions we throw at them! The entire team is wonderful to deal with – from the receptionist to the accountants that handle our diverse business needs. We could not ask for a more knowledgeable and dependable group of people. Our thanks to them many times over!
Teri Mills – Par Exsalonce
“With Adams Brown, we don’t just get a financial advisor – we get a business partner. Our engagement team does an excellent job serving our needs and continually works with us to develop a plan for long-term success. When we come to them with a question, they go above and beyond to get the answer. Knowing we have that kind of support and dedication from our CPA is important. Our company has been in business a long time, and having a partner like Adams Brown will help keep us on a successful path for many years to come.”
Gary Shorman – CEO, Eagle Communications, INC.
“I own a small business that has been running for over 40 years. I am proud to say we have been with Adams Brown for many of them! I am very pleased with the service they provide and their commitment to helping me grow my business. When I first began working with Adams Brown, I received guidance and a set of guidelines to follow that helped me achieve my business goals. I have full confidence that if I am unable to reach my main contact, I will still receive the best service so that I can stay on track. I highly recommend the team at Adams Brown.”
Dan Woolard – Midway Manufacturing, INC.
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Business Advisory and Consulting Team Leader: