service offerings
Business Consulting Services
We round out our services by offering broader consulting capabilities, many of them a natural progression of our other core competencies like accounting, taxes and business valuations. As we better understand your business and your objectives, we can often apply other areas of expertise to assist you. Several of these services are detailed below.
Mergers and Acquisitions
At CSA, we have assisted many of our clients in acquiring their businesses. With our expertise in financial reporting, taxes, and business valuation, we are able to analyze all pertinent information to determine the best method of buying, selling or merging a business.
Succession Planning
Simply because several family members are part of a management team does not ensure the business can survive for more than one generation. Planning for succession once the family leader retires or suddenly passes away helps ensure the family business has the stability and financial resources to survive. Because CSA specializes in all aspects of closely-held businesses, we can apply our knowledge and experience in helping you plan for the future.
Divorce
Tax and valuation issues are often critical in a divorce. CSA can work with you and your attorney to structure the financial terms of your divorce to provide you the best possible after-tax result. David Lingler – Certified Valuation Analyst – can help with valuation issues, specifically with privately-held stock and compensation issues.
Buy-Sell Agreements
Working with your attorney, CSA provides input for drafting an all encompassing agreement for you and your partners. We provide advice based on fair valuation and the best after-tax result for your situation.
By providing this breadth of business consulting services, you can rely on CSA as a trusted advisor for your business and financial needs.
For more information, contact:
David J. Cassady, CPA
Partner, Director of Business Development
513.483.6649
David R. Lingler, CPA, CVA
Partner, Director of Accounting & Auditing
513.483.6640
Robert M. Schiller, CPA
Managing Partner
513.483.6648
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