Business Advisory.

Entity Selection and Restructuring

Business Advisory – At Accountit, we understand the importance of choosing the right entity type for your business to optimize liability protection and minimize tax implications. Our knowledgeable team can guide you through this decision-making process, considering your unique business goals and objectives. With our expertise, we can customize and implement business structures that align with your evolving needs, ensuring you have the right foundation for success from the inception of your company through its growth and development.

Mergers, Acquisitions, and Sales

Accountit offers comprehensive expertise in guiding clients through buying, selling, and merger transactions. From strategic positioning to execution, we provide professional know-how, conducting careful analysis and due diligence to determine fair pricing, and optimal tax structures, and evaluate financial and cash flow impact.

Business Plans & Financial Forecasts and Projections

We assist in developing a comprehensive business plan that incorporates expected growth, financial projections, and ongoing implementation and updates.

Due Diligence

We offer pre-transaction due diligence services to identify and mitigate issues, preserving and enhancing business value, along with transaction due diligence.

Business Advisory Services.

  • Business Planning

  • Cost Reductions

  • Due Diligence

  • Forecasting

  • Governance, Risk, & Compliance

  • Mergers & Acquisitions

  • Restructuring & Turnaround

  • Strategization & Growth

  • Transaction Advisory

  • Tax Projections

  • Coordination with your other advisors (e.g. investment advisors, attorneys, bankers, insurance professionals)

  • Individual income tax planning and compliance

  • Investment bookkeeping

  • Cash flow analysis and projections