CPAs who add value
Consulting
The CPAs at Frazee Ivy Davis have studied the financial situations and decisions of individuals and businesses too numerous to count. As a result, we have practical knowledge about money, business, and coordinated planning of tax, estate, retirement, and investment processes. We can help you make decisions about financial plans, family objectives, buy-sell agreements, business deals, and a variety of management issues. We have technical skills for special projects such as written business plans, projections, financial models, and comparative studies. We have valuable ideas about establishing and running a successful enterprise. And we can help you plan, structure, and negotiate the purchase, sale, or leadership succession of your private business. Each consulting assignment is a unique opportunity for us to bring greater clarity and advice to matters that are profoundly relevant to wealth and the prudent management of it.
These services include:
- Family office accounting and coordination
- Corporate finance advice
- Succession, exit, and liquidity planning
- Valuation calculations and range modeling
- Business plan projections and narratives
- Buy-out and buy-in modeling
- Buy-sell agreements and restrictions
- Business purchase or sale consulting
- Financial due diligence investigations
- Descriptive for-sale documentation
- Tax efficiency and structural consulting
Contact leaders of our consulting services team: