Business Advisory Services
We work with small and medium size companies and professional services firms to help them meet their full potential. Our consulting clients include Law Firms, Manufacturers, Healthcare Providers, Newspaper Publishers and Insurance Companies. We will work with clients to develop a comprehensive business plan and help them implement that plan from inception through completion. We can assist our clients with a wide range of services, such as:
- Business strategy
- Developing strategies for profit maximization
- Business process re-engineering
- Help identify expansion opportunities and obtaining financing
- Managing financial and ERP implementation projects
- Evaluating retirement and benefit programs
- Analyzing the benefits of marketing promotions
Part Time CFO/COO Leadership
Although growth and transition brings apprehension and challenges, it also provides genuine opportunities for improving performance. Growing businesses often reach a point where they need professional financial advice, but can’t afford a highly skilled full-time CFO or controller. If you’re fortunate enough to be in this position, then we have the perfect solution for you. Our CFO services provide a professional financial manager who works with you to guide your business’ success. The cost of hiring a full-time CFO can range from $100,000 to over $250,000 per year plus bonuses and benefits. Our Part-Time CFO services provide you with experienced support at a small fraction of that cost.
The sooner you act, the greater your opportunity to create value. At Weber, Shapiro and Company, we provide a decisive yet thorough assessment of the client’s situation in order to consider a broad spectrum of alternatives to manage challenges and enhance performance. Our services are customized to your business requirements and are scalable to meet your requirements as you grow. Some examples of these services include:
- Operational Analysis and Strategy
- Financial Statement Preparation
- Accounts Receivable and Payables Management
- Budgeting, Planning and Business Plan Preparation
- Cash Flow Management
- Payroll Tax Compliance
- Fund Raising (Debt & Equity)
- Tax Minimization
- Domestic and Foreign Corporation Compliance (40 + State Experience)
- Sales Tax Compliance
- Corporate Governance Expertise
- Strategic Planning
- Contract Negotiation
- Incentive Based Compensation Services
Why hamper the profitability of your company with limited financial expertise, weak accounting practices or unclear strategic planning? Everyday companies, operating without the guidance of an experienced CFO, lose the opportunity to maximize their potential.
Interim/Project Leadership
Whether your business is growing or you have staff shortages, we’re available when you need temporary expertise to continue reaching your goals.
M&A and Transitional Support
From business case analysis through integration and beyond, Weber, Shapiro and Company business advisory service has the real-world experience to support you through all phases of the merger and acquisition process. We can help you:
- Determine the validity of a merger or acquisition
- Realistically determine ROI
- Perform comprehensive due diligence
Offering full support even after merger or acquisition, we can guide you through every step of integration from pre-planning and gap analysis through implementation and ongoing process improvement.
Strategic Planning
Valuation
This service helps companies establish the appropriate value for their businesses as required under a variety of circumstances. Whether you’re negotiating a merger, considering new shareholders, attempting to resolve disputes associated with liability, shareholder equity, estate planning, gift taxing, marital dissolution, or the potential purchase or sale of an existing business, objective valuation can make the difference between loss or gain, success or failure. We work closely with attorneys and other professionals during the valuation process. Our approach to valuations is to gain a full understanding of a client’s business so that we can fairly ascertain its appropriate value. We do not use a “cookie cutter” approach to valuing a business. The valuation of a business or estate is highly complicated and requires knowledge and the application of methods unique to each client.
You need professionals who are well qualified, with significant experience in evaluating all types of organizations. We work closely with you to analyze your operations and historical financial data. Our in-depth knowledge of your business enables us to provide a well-reasoned, fully documented and defensible valuation opinion.
Due Diligence
Profitability Improvement
Our team of experts can help you maximize value by quickly identifying and executing new opportunities to:
- Contain costs
- Improve efficiency and effectiveness
- Uncover and mitigate risks
- Strengthen controls and compliances
- Make better use of information technology