Ken George, CPA, CVA - Partner, Business Planning and Consulting Service Area Leader
 

planning & consulting

Home / Services / Business / Planning & Consulting

Businesses periodically reach points when they can benefit from impartial, expert advice.  HLB Tautges Redpath offers a wide range of business planning and consulting services to help you meet your goals and make sound business decisions.  Our services extend from day-to-day support to long-range strategic planning.  Always, our advice is informed by an understanding of new developments and best practices – and grounded by close attention to your operations and business goals.

Download Business Planning & Consulting Brochure (PDF 44kb)

specialized services

  • Mergers and Acquisitions

    Our staff conducts due diligence services for both buyers and sellers.  We work with clients to understand their goals and objectives for the merger or acquisition, and then we put our audit skills and tax expertise to work to evaluate the opportunity and identify risks.  Our job is to make sure the transaction runs as smoothly as possible by providing valuable information so parties involved can move forward without surprises, unknown risk or regret.

  • Business Valuation

    When valuing a business or asset, it is important for the valuation process to consider all relevant information and facts so that you get the full economic benefit you deserve.

    Our business valuation team has the knowledge and expertise to provide you with a valuation that is unbiased, credible and valuable. We are members of the National Association of Certified Valuation Analysts (NACVA), an organization established by, and for, CPAs that perform business valuation services.  A CVA (Certified Valuation Analyst) designation is awarded by NACVA to members who have successfully passed a rigorous examination and have demonstrated proficiency in doing business valuations.  Our business valuation team has earned the CVA designation.

  • Business Succession

    We work closely with clients to create a customized business succession plan. Our succession plans are designed to grow and change with your business and address management, governance, entity structure, ownership and estate taxes.  We are experienced in the numerous strategies and complex concepts confronting private business owners, and we convert these into straightforward, understandable solutions.

  • Employee Stock Ownership Plans

    An employee stock ownership plan (ESOP), when implemented under the right circumstances, creates a positive impact with noticeable financial and employee benefits company-wide.

    HLB Tautges Redpath works closely with clients to help them understand the ESOP concept and its benefits, define company ESOP objectives, and determine if they are a good candidate.

    Companies considering an ESOP structure will find very few accounting firms that can address their questions with first-hand knowledge. HLB Tautges Redpath implemented our own ESOP on Jan. 1, 2003.

  • Litigation Support

    HLB Tautges Redpath provides timely and cost-effective financial and economical analysis to assist with litigation cases. Whether a case involves the plaintiff or defendant, our independent experts bring a unique analytical perspective and clearly communicate findings.  We’ve successfully assisted litigators in a wide range of cases by delivering an accurate, credible financial claim based on the facts of the case.

  • Strategic Business Planning/Problem Solving

    HLB Tautges Redpath has formally trained facilitators who work with business leaders in strategic planning and problem solving.  Strategic planning includes helping companies determine their sustainable competitive advantage, designing concise annual plans and selecting initiatives that will return the greatest value while using limited resources.  Problem solving is facilitated using tools designed for the long-term.  Our facilitators educate and prepare business leaders with tools to help solve problems using their own observations, foresight and talents, and to empower staff to analyze and work through problems internally now and in the future.

     

  • Budgeting and Forecasting

    HLB Tautges Redpath prepares operating budgets and sales forecasts to help company leadership manage a business through periods of growth or uncertainty.

  • Retirement Plan Services

    Whether starting a new plan for your business or looking for assistance in administering your current plan, HLB Tautges Redpath is qualified and experienced to help with a variety of plans such as defined benefit plans and employee stock ownership plans.

    At HLB Tautges Redpath we not only establish a custom-designed plan for your business, but also review your plan annually to ensure it still meets your business needs, goals and objectives.