Ownership Transition Planning
Our Ownership Transition Planning process starts with informing you of the various options available to transition your business, the advantages and disadvantages of each, and landing on the one that best fits your needs and goals. Then we’ll help you determine and maximize value, assess business strengths and weaknesses and balance family dynamics.
Having a plan doesn’t mean leaving your business today. It simply provides you the peace of mind that the results of your hard work will continue when you’re ready to start checking things off your bucket list.
Budget & Cash Flow Planning
Considering buying a new piece of equipment? Expanding your business? Moving to a larger location? Knowing your business’s financial situation and being able to see what the future holds is critical in achieving your long-term goals. When we create a budget or your anticipated cash flow, you’ll gain insight on where your business is today and the impact of future changes. And with more data and information, you’re able to make better business decisions and plan for your future.
An official valuation report financially analyzes your business and can help you sell, obtain financing from a lender, perform estate, gift or tax planning to protect your wealth or update a buy-sell agreement for your business.
We have six team members who have earned the Accredited in Business Valuation (ABV) credential from the American Institute of Certified Public Accountants or the Certified Valuation Analyst (CVA) from the National Association of Certified Valuation Analysts, making us the largest accredited team of any other accounting firm in Whatcom, Skagit, and Chelan Counties. The ABV and CVA certifications ensure our team has the sophisticated understanding of all aspects of business valuation.