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Other Business Services

Preparing Business Plan  arrow
  • Are you trying to develop a business plan that will get the attention of a bank or investor?
  • Are you confused about how to write a business plan for your new venture that will make an investor want to direct funds to you?
  • Are you too busy to complete a business plan yourself?
  • Have you developed a business plan but need to have it become fundable?

We know how to create business plans that consistently get funded. We work closely with financial sources to develop marketable plans that give you an edge with venture capitalists. Of course, one of the most important functions of a business plan is accurately forecasting a realistic income statement for your business. Using a variety of techniques, our professionals will help you develop sales, expense and cash flow projections, as well as identify critical capital needs. This process will first identify the feasibility of your business plan, as well as the potential areas of weakness that may need to be addressed. This vital tool can give you a critical edge in an ever-increasing competitive business environment. Our business plan and advisory services combine innovation, human capital and dynamic market strategies to create influential business plans. We assist our clients in structuring a business plan that exhibits these factors in a comprehensive, yet concise manner.

And our results continue to work irrespective of the size of your company or your funding requests. We employ a team of most highly talented business plan writers and business planning consultants in the industry and many business analysts. We consistently achieve business plan results! The right idea is only a part of the answer; the rest of the equation requires consulting, business plan development, business plan writing, and business plan funding. If you need an expert business plan writer and/or business plan consultant, SudhirCPA is the answer!

Business Valuation  arrow

There are a number of instances when you may need to determine the market value of a business. Certainly, buying and selling a business is the most common reason. Estate planning and reorganization or verification of your worth for lenders or investors, are other reasons. Valuing a company is hardly a precise science and can vary depending on the type of business and the reason for coming up with a valuation. There are a wide range of factors that go into the process -- from the book value to a host of tangible and intangible elements. In general, the value of the business will rely on an analysis of the company's cash flow. In other words, its ability to generate consistent profits will ultimately determine its worth in the marketplace.

Business valuation should be considered a starting point for buyers and sellers. It's rare that buyers and sellers come up with a similar figure, if, for no other reason, than the seller is looking for a higher price. Your goal should be to determine a ballpark figure from which the buyer and the seller can negotiate a price that they can both live with. Look carefully at the numbers, but keep in mind this caution, "Businesses are as unique and complex as the people who run them and are not capable of being valued by a simplistic rule of thumb."

A valuation establishes the worth of a business using the three valuation approaches: income approach, market approach and asset approach. Pertinent financial, tax, economic, and industry data are analyzed and interpreted to arrive at the worth of a business. The Business Valuation Group provides a critical service to our clients interested in making informed decisions about the future of their closely held businesses. The areas that benefit from business valuation are Acquisition, Mergers and Divestiture, Bankruptcy, Buy and Sell Agreements, Changing Corporate Status, Charitable Contributions, Dissenting Stockholder Actions, Divorce Property Settlements, Estate and Gift Tax Planning, Obtaining or Providing Financing, Offering Stock Option, etc.

The valuation services we provide are:

  • Valuation Consultations
  • Limited or Full Valuation Reports
  • Related assistance with the Valuation of closely held businesses in a variety of situations
  • Expert testimony in court proceedings
  • Assistance in negotiating and analyzing Merger or Acquisition details
  • Resolving shareholder disputes
Compliance & Due Diligence Services  arrow

Strong corporate governance is critical in today's business environment. With increasing sensitivity to regulatory compliance such as Sarbanes-Oxley, the PATRIOT Act and FDICIA, resources within public and private companies are being re-directed and stretched to ensure successful and timely compliance.

Our firm is comprised of experienced professionals ready to assist your organization either with the implementation of a full-scale compliance program, or assistance enhancing an existing program. We have the experience and expertise, along with a proven risk-based approach and resources to handle all risk and compliance projects.

In this dynamic business era, our firm offers Due Diligence as a vital tool when a company is confronted with major purchasing decisions. Due diligence is a program of critical analysis undertaken prior to making business decisions in such areas as corporate mergers/acquisitions or major product purchases/sales. Offers to purchase an asset are usually dependent on the results of due diligence analysis, an investigation or audit of the potential investment. The investigation is a comprehensive undertaking that includes a financial audit and an operational audit, system in-compatibilities can require huge amounts of time, money and personnel resources to integrate. In essence, due diligence serves to provide business owners and managers with reliable and complete background information on proposed business deals, whether the deal in question is a proposed acquisition of another company or a partnership with an international distributor, so that they can make informed decisions about whether to go forward with the business action or not.

A successful acquisition strategy depends on the structure and depth of the due diligence process. Our professionals are highly trained in the process of due diligence, can provide the expertise essential to guide you in making informed business decisions.

Operations Management  arrow

Your business effectiveness and efficiency are only as good as your business processes. The highest performing companies have a systematic focus on continually improving their business processes, and in turn, their performance.

Our professionals have deep industry experience and business process management skills that enable us to quickly understand your company’s business processes and identify impediments in effective business performance. If necessary, we can quickly assess and document your existing processes to identify opportunities for improvement such as gaps in information flow, poor use of information technology to automate tasks, poorly trained personnel, poorly defined procedures etc. As a result of our risk based methodology, not only do we help you enhance performance, but we help you imbed robust corporate governance into the fiber of your organization.

We help enable you to improve your business performance by helping you improve your business systems, operational processes, and performance measurement techniques that provide the basis for continuous improvement. We focus on leveraging your existing investments and designing recommendations that meet your longer-term growth and profitability goals.

We offer capabilities in a number of areas including:

  • Organizational Effectiveness Best-Practice Initiatives
  • Productivity and Quality Performance Improvement
  • Business Process Improvement/Reengineering
  • Production Innovation and Inventory Management
  • Facilities Planning and Design
  • Product and Service Costing
  • Operational Streamlining/Cost Reduction
Business Entity Planning  arrow

Our firm provides a wide range of services to assist start-up businesses. From developing business plans to providing tax advice, our full-service approach will ensure a smooth transition from start to finish. Strategic alliances with several local businesses provide additional expertise, including web-site developers, business attorneys and financial resources. Choosing the form of entity for business (e.g. "S" corporation, sole proprietor, Limited Liability Company, etc) is a critical decision that can have longstanding tax implications and legal protection, positive or negative. Our firm provides practical and comprehensive support in the critical tax practice area of structuring and operating a business. We advise on issues relating to business pass-through entities - S Corporations, Limited Liability Companies, and Partnerships, and provide support for deciding which entity best suits a particular business situation.

We help you avoid the common pitfalls that many business owners face when starting their new venture.

We help you...

  • Prepare an initial business plan to clarify your marketing, management, and financial plans
  • Determine your start-up capital needs
  • Identify sources of start-up capital and backup sources if needed
  • Evaluate and quantify your borrowing power
  • Select a business structure that best fits your needs by evaluating tax advantages, legal exposure, ease of operation and portability, should you need to relocate
  • Select the right accounting software by evaluating your budget, needs, and hardware
  • Prepare a cash flow budget
  • Establish billing and collection procedures to maximize your cash flow
  • Establish procedures to monitor and control costs
  • Prepare and file all required state and local licenses and permits
  • Identify your business insurance needs
  • Develop a solid partnership agreement, which will help prevent a tremendous amount of financial and emotional problems down the road

Our clients include local start ups as well as foreign businesses entering the US market. We also help companies to convert from S corporations to C corporations, dissolutions, etc.

Business Performance Management  arrow

We help companies manage the performance of their business. And while doing so we also help themlook into Cash Flow & Profit Analysis and Forecasts, Projections and Budget Development.

One of the most difficult challenges of a growing business is sustaining cash flow requirements. Increased inventory, accounts receivable, cost of sales, and capital improvements have a way of depleting your efforts to grow sales. Without planning for cash flow requirements, growing businesses are often blindsided by the fact that they simply do not have enough funds in the bank when they need it the most. Profit rich and cash poor! "Value-Based Management" is the simplest and truest measure of a business's financial value: that is cash returns Net cash back for cash laid out – allowing for the time value of money. Our professionals can assist you with analyzing your growth plans and determining the most effective means to achieve them. We can assist companies during any phase of the business cycle with forecasts and projections. When an organization is considering additional financing, evaluating an acquisition or divestiture, or performing short- or long-term strategic planning, our team brings significant experience in various industries to the preparation or attestation of realistic forecasts and projections.

We provide the following services:

  • Establishing fundamentally sound assumptions and policies
  • Developing realistic and credible forecasts and projections
  • Analyzing the potential impact of future transactions
  • Providing independent feedback on forecasts and projections
  • Assisting in presentations of forecasts and projections
  • Attestation

Another buzz word is "knowledge based businesses" – do you know what you need to know? A firm’s competitive advantage depends more than anything on its knowledge. A properly prepared budget gives you knowledge. Knowledge about how well your company should be performing, and why it is or isn’t. Using “what-if” analysis, you can determine how some decisions may affect your bottom-line, before you make the decision. By applying ABC (Activity Based Costing) principles to the forecasting process, you can pinpoint how individual products and services consume costs, and exactly where these costs arise, thereby making previously hidden costs visible.

Using a team approach, our professionals can develop custom budgets for your company, drawing from both practical accounting needs and big-picture thinking. Whether you need a simple spreadsheet or full training and documentation, we have the expertise and experience to move your organization in the right direction.

Bankruptcy Consulting and Valuation  arrow

Concerns over issues of value may seem counterintuitive to many financially troubled companies. However, valuation, correctly applied, is critical to the overall assessment of solvency in many workout situations as well as compliance with bankruptcy and cancellation of indebtedness rules set forth in income tax statutes. In furtherance of these directives, consideration must be given to valuations prepared in a bankruptcy environment versus those prepared in more traditional engagements. Included among these key differences is the issue related to standard of value. Does the case require traditional "fair market value" or "fair value" and, if so, how do the statutes or judicial precedent define the terms? Premise of value is another example of an often-controversial issue in bankruptcy. While most companies are valued under a "going concern" premise of value, facts and circumstances, as well as jurisdictional precedent may dictate liquidation value as the proper premise.

Quality valuations are critical to both creditors and debtors in a bankruptcy proceeding. In addition to providing an effective protection analysis, our business valuation services professionals can perform services such as those listed below for companies in bankruptcy situations.

  • Restructuring strategy development and workout plan feasibility analysis
  • Design and implementation of spin-off strategies
  • Fairness assessment of offers to buy or sell the company or its assets
  • Identification and quantification of reports and analyses for fraudulent conveyances
  • Review of opposing expert's reports and analyses for proper application of technical guidance and conceptual propriety

These services can significantly improve the chances of making bankruptcy an efficient and positive business strategy.

Business valuation requires an intimate understanding of the attendant ownership interest to be valued, the operating business to which that ownership interest belongs, the industry within which the business operates and the value influences on the business imposed by economic fluctuations, both regionally and nationally.

Professionals involved in valuation engagements must not only possess strong business valuation technical skills, but must also understand economics, taxation, accounting and business. Our professionals have demonstrated their knowledge and competence in these areas through education, training and experience.

For more information, please contact us at This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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We would like to express our appreciation for your incredible service. Business valuation business services rendered to us was extremely professional, helpful and more than anything else, very kind and proactive and once again we thank you for not...

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