Cassady SchillerServicesBusiness Advisory Services

Business Advisory Services

Our professionals go beyond our traditional services like tax, accounting, and business valuations. We provide advisory services designed to promote the continuation of business and ongoing personal success. As we better understand your business and your objectives, we can often apply other areas of expertise to assist you.

Advisory specialties are listed below.

At Cassady Schiller, 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.

    • Purchase Negotiations
    • Due Diligence
    • Purchase Price Allocation
    • Planning for Significant Tax Attributes
    • Financing & Equity Consultation

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 Cassady Schiller specializes in all aspects of closely-held businesses, we can apply our knowledge and experience in helping you plan for the future.

    • Golden Handcuffs
    • Transferring Ownership
    • Positioning for Sale
    • Funded & Insured Buyouts
    • Negotiations
    • Financial Pro Formas
    • Buy-Sell Agreement Consultation
    • Long-Term Incentive Plans
    • Phantom Stock
    • Bonus Plan Structuring
    • Family Business Planning
    • Budgeting
    • Lender Facilitation
    • Disposition of Business
    • Litigation Support & Expert Testimony
    • Buy-sell agreements
    • CFO/Controller Recruiting – Employment Search
    • Financial Pro Formas

Our Clients Speak

Cassady Schiller takes a real interest in your situation, whether it be business or personal. They operate in a customized fashion for each of their clients, and their experience is wide ranging so they bring great perspective to the table.

Brian McHale, Sunrise Advertising