Focus Areas
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Family or Private owned businesses
Family-owned businesses have unique challenges and strengths. Family dynamics and non-business considerations can distract owners away from what they need to focus on most. Some events such as generational transition, external economic crisis, incomplete tax advice, lack of experience and insight relating to succession and overall financial planning can derail even the most profitable enterprise.
We have the tools, experience and focus to help you with Strategy to grow, governance, to business transition and private wealth to optimize the positive forces in your private enterprise and build lasting value.
We mainly focus on the following:
• Family Physicians, Dentists, Optometrists, Pharmacists
• Law firms
• Franchises
• Technology Marketing, design and advertising firms
• Retail stores -
CFO and Controllership services
Many small and mid-sized businesses either can’t afford or don’t require a full-time financial professional to handle the multitude of accounting and financial management tasks within their organization. During non-routine and complex accounting and finance problems, a lack of an experienced CFO or Controller generally leads to costly, frustrating results. For this reason, we focus on providing on-the-ground business support in the form of part-time CFO or Controller services.
We have in-depth experience assisting organizations with:
• Cash management, financing, bank proposals and potential investors
• Strategic planning, Budgeting and forecasting
• Establishing policies, procedures, internal control assessments
• Succession planning and exit strategy
• Valuing, acquiring, merging and divesting
• Compliance with reporting for government grants or assistance programs
• International expansion
Let's achieve greatness, together.
PBCPA associates collaborate with you to achieve your business goals.
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