Business Consulting Services

At Nancy L Marshall CPA, our experienced staff of business consultants is committed to assisting you through every phase of the business life cycle, applying our experience and insight to provide you with meaningful and practical strategies and solutions to address the issues facing your business. From incorporation through business succession planning, we provide the comprehensive advice, insight, and technical expertise you need to help your business achieve success at any stage.

Incorporation and New Business Analysis

Starting a business is challenging on many levels, from the hard work of establishing yourself in the marketplace to the complexities of managing the paperwork, and it’s easy to become overwhelmed without expert advice. With years of real-world, hands-on business experience behind us, the team of detail-oriented professionals at Nancy L Marshall CPA will not only help you to evaluate the advantages and disadvantages of corporations, partnerships, and LLCs, ensuring that you select the right entity for your new business, but can also guide you through formulating a business plan, dealing with any necessary registration, permitting, or licensing processes, managing compliance with local, state, and federal laws, and can even provide a market evaluation to allow you to position your new business as advantageously as possible in the marketplace, or a business valuation, if you are considering the purchase of an existing business.

Business Purchase or Sale Analysis

If you are thinking about buying a business, the team of experts here at Nancy L Marshall CPA has the hands-on experience, the passion for detail, and the insight to provide a holistic view of any transaction, from comprehensive assessments of potential purchases to business valuation services to analysis of the financial, tax, and operational implications of any purchase. Nancy L Marshall CPA can advise prospective business purchasers about local market conditions, industry trends, and the financial condition of an acquisition candidate. Alternatively, if you are thinking of selling your existing business, Nancy L Marshall CPA can help you plan for the sale, identifying any structural or financial changes you need to make to maximize your company’s value and obtain the best possible sale price and contract payout terms.

Financial Forecast and Projections

Financial planning is critical to the success of any business, and at Nancy L Marshall CPA, we are committed to working with you to create a thoughtful and comprehensive plan to achieve your business objectives. We provide a complete range of financial and business forecasting services, and can also create customized "What If" planning scenarios to help management foresee and plan for unexpected business contingencies. Nancy L Marshall CPA has the experience, the innovative thinking, and the insight to help your organization identify and manage risk, quantify resources, and formulate and achieve your strategic goals and objectives.