Advisory Services

At PSG CPA we provide advisory services to owner-managed businesses of all sizes and in all types of industries. We work closely with business owners and take great pride in becoming their trusted business advisor. Some of the situations we have assisted business owners with include

  • Strategic business planning
  • Helping you develop strategies to improve your balance sheet
  • Financial modeling
  • Budgeting and forecasting
  • Expansion planning
  • Corporate structuring
  • Tax and estate planning
  • Shareholder disputes
  • Purchase/sale transactions
  • Succession and retirement planning
  • Tax and estate planning

We also advise our clients in the acquisition of companies and business assets including:

  • Pricing analysis
  • Quality of earnings reports
  • Specified due diligence procedures
  • Risk analysis
  • Deal structuring
  • Financial modeling
  • Coordinating the process with both internal staff and external advisors