COVID-19 RESPONSE: The health and well being of our employees, clients and community remain our top priority. We are working remotely and remain open for business. Read how we’ve adapted to the current situation. Learn More

Business Consulting

Clients look to us when they need expert advice and insights they can count on. With our ongoing commitment to continually upgraded technology, our clients can feel confident that they are receiving up-to-the-minute tax services.

Financial Forecasts & Projections

In steering a business to profitability, forecasting inevitably becomes a necessity whether for financing debt or venture capital. From simple projections to complex financial modeling, Doug and the team deliver real value by assisting clients with setting and attaining goals. This process involves determining financial needs, identifying appropriate capital to meet those needs and then planning the means to obtain it.

Business Advisory

We help our clients at every stage of their business life cycle. Doug Stansbury can identify and analyze the growth opportunities that make sense for your business. He can also offer solid strategies for combatting the issues negatively affecting your performance from set-up to human resources and cash flow. We have the expertise to address a number of areas including:

  • Business start-up
  • Legal structure — incorporation, partnership, sole proprietorship
  • HR issues
  • Financing
  • Cash flow management
  • Growth management
  • Maximizing value
  • Selling/Buying a business

Business Succession Planning

Effective transition to successors is critical to the continued success of every business. As it is becoming less clear these days whether businesses are to be passed on or put up for sale, the need to plan for both eventualities is important. Our clients count on Doug to address all the complex issues, including maximized value and preparation for sale.

Estate Planning

Especially relevant to high-net-worth individuals, the orderly transfer of assets to beneficiaries can greatly reduce or eliminate tax due on the transfer of business. Doug guides clients through the process beginning with complete valuation. He also advises lawyers on tax implications and specific aspects of estate planning for their clients.