Business Advisory Services

The range of needs for valuing businesses continues to widen, and SBW & Associates, PC can provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest. Uses for this service include estate planning and compliance, buying and selling businesses, divorce matters, family limited partnerships and ESOPs. There are so many factors that contribute to the perceived value of a business. Our expert help can help you evaluate entities that you have an interest in and guide you towards making business decisions that you feel confident with.

  • For entities that desire intermediary or management aid in their financial accounting and/or internal control procedures, SBW & Associates, PC can assist your entity in many capacities to aid in improving your financial reporting and internal control system. SBW is able to assist in this type of consulting in many specialized industry types due to previous audit, compilation and review experience.

  • SBW & Associates, PC can provide insight on how to best implement employee benefit plans into your business. From health care plans to retirement plans we can help you with this planning.

  • SBW & Associates, PC's goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning.

  • SBW & Associates, PC can work with you and/or your investment advisor on the retirement option that is the best fit for you to reduce tax implications including IRA contributions, 401K options, and SIMPLE IRA options.

  • Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, SBW & Associates, PC can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

  • Whether your needs are corporate or personal, SBW & Associates, PC's professionals can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.

  • Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, we can provide professional know-how to help you successfully structure and negotiate the deal. SBW & Associates, PC employs careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With our expert advice, you can make the right business decisions for your business for optimum success.

Other Services

  • Accounting Services

    SBW & Associates, PC's accounting services include accurate record-keeping and reporting as well as support on financial issues.

  • Tax Services

    SBW & Associates, PC prepares both federal and state tax returns for individuals, estates, trusts, partnerships, corporations, businesses, and non-profit organizations. We can also assist in IRS representation if needed.

  • Bookkeeping/Payroll

    SBW & Associates, PC can provide all your bookkeeping needs from complete bookkeeping service including entering and paying bills to quarterly reporting and year end W-2 and 1099 preparation.

Discover how we can streamline your finances to give you more time, money, and peace of mind.