Business Advisory Services
What Our Clients Are Saying
"We had been clients of Ennis Pellum for about four years when we were purchased by another company. The due diligence process was grueling, and we were glad to have the Ennis Pellum team with us through the whole thing. They worked around the clock through the acquisition process, helping the other company's accounting team access our financials."
Greg Krehel
former Chief Executive Officer
Casesoft
Through our Business Advisory Services practice, we provide companies and executives with a range of as-needed services and resources related to strategic planning and financial management. Our experts combine a varied mix of public accounting expertise and private industry experience, advising companies in all stages of their growth and lifecycle.
- Business Start-Up Assistance — The initial decisions you make as an entrepreneur can be the most critical in determining the future success of your business. For example, there are a number of business entity types to choose from and this decision has longstanding tax implications, as well as particular opportunities and risks. You also need to establish a system of records for your business and consider federal, state and other legislative matters. Our team can provide you with expertise and resources to ensure that your venture gets a good start built on a solid foundation.
- Corporate Financial Planning and Analysis — Whether you are considering capital planning options, projecting future cash-flow or trying to restructure your debt or key financial services contracts, our experts evaluate options and provide ideas for best practices in your industry.
- CFO Services — Our CFO services are designed to help business owners with a variety of as-needed financial management service; whether part-time on an ongoing basis, full-time for a finite period or in whichever capacity and timeline that serves your particular situation. We perform financial analysis, reporting, forecasting and consultation, serving as key business advisors to business owners and executives and linking your company’s operations to its financial performance and management.
- Business Succession Planning — Whether you wish to sell your company to an outside purchaser or keep it in the family after removing yourself from daily operations, a sound strategy and succession plan is an important step in making the transition successful. Our team can guide you through the complex issues of business continuation and assist you in ensuring a smooth transition and ultimately, continued success.
- Internal Controls and Forensic Accounting — Fraud can affect companies of any size and it can threaten the stability of a business by resulting in significant financial losses. Our experts and specialized team combine public accounting experience, extensive auditing expertise and forensic accounting skills to help companies prevent, detect and investigate fraudulent activity.
- Due Diligence — We can help you prepare for your first financial statement audit by reviewing your records to ensure they are being maintained in accordance with generally agreed accounting procedures (GAAP) as well as Federal and State Tax laws. If you are preparing to buy or sell a company, we can help you prepare for or conduct the due diligence process.
