Business Advisory Services

Closely held businesses, not for profits, and governmental entities face a list of short- and long-term challenges. These hurdles range from forecasting to accommodate strategic planning needs, to making smart operational moves to improve how they deliver upon their mission or increase bottom line

Employing outside consulting or advisory services is an appropriate way for organizations to meet accounting, financial, operational, compliance, or process improvement challenges.

Here at Peak Point Professional Services, business owners and managers confide in us for a wide array of advice and strategy to set them up for continued and future success. Our solutions include:

Mergers & Acquisitions

This transaction is for businesses looking to buy or sell their business and know the what options are available. It involves combining the accounting, legal, operational, HR, marketing, and financial activities of two organizations in such a way that delivers the right benefits to the right organizations at the right time in their business life cycle. Businesses or organizations will seek a merger or acquisition for purposes ranging from enhancing shareholder value to gaining and maintaining a competitive edge.

Business Valuations

Do you know what your business is worth? A business valuation can serve a wide array of needs like helping business owners or C-Suite managers negotiate a strategic sale of their business, minimize the financial risk in matters of litigation including corporate dissolution and marital litigations, reduce taxation in regard to gift or estate taxes, and much more.

Exit/Succession Planning

Transitioning a business to new ownership requires a plan for maximizing the value of the business and minimizing adverse tax implications. In addition, a sound exit or succession plan includes activities to develop new managers and prepare you for post-sale life, whether that path leads to retirement or a new business venture. Exit and succession planning looks different for all business owners. Knowing your options early helps in the planning and decision making for your business situation.

Outsourced Accounting & CFO Services

Outsourcing the CFO function provides business owners and Executive Directors the opportunity to save money without sacrificing the benefits of having a skilled professional handling a company or organization’s financial and operational management needs.

Fraud and Forensic Accounting

Fraud and employee theft are preventable, detectable, and susceptible to quick, aggressive responses. It’s important for companies and governmental entities of all sizes to have fraud prevention, detection, and response plan. The first step is a risk assessment that’s usually followed by recommendations for stronger and more proactive internal controls.

Business Process Improvement / Lean Six Sigma

Many companies and nonprofits are reevaluating their business processes and looking for opportunities to automate and outsource as well as become more efficient and profitable. Businesses often turn to the processes, methodologies, tools, and technologies of business process improvement including Six Sigma and Lean Six Sigma, Continuous Improvement (CI), and Business Process Management (BPM) to identify, analyze, and execute actions for increasing quality and maximizing profitability.

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We take time to learn about each of our clients, we can help you understand and manage even the most subtle changes in your business to optimize your bottom line. We’ll take all aspects of your goals into account – personal and business, even the emotion that is tied to decision making – and deliver not just what you asked for, but recommendations on what you and your business really need.