Financial Performance Analysis
Cash Flow Management and Projecting Tools
- Forecasts and Projections
- Ratios and Dash Board Information
- Internal Control Reviews
- Break Even Analysis
- Forensic Accounting Services
- Accounting System Design for optimal information output.
- Specific one on one training on how to understand what reports and financial statements are telling you.
Estate and Succession Planning
Estate planning for individuals involves decisions about the types of property to own, the form of ownership, taxation, life insurance and transitioning wealth through wills, trusts and gifts. For small business owners, the decisions involve the organization and operation of the business: from the succession plan to passing the business on to the next generation. The DVC Tax team will assist you with preparing, developing and executing estate and succession strategies in line with your goals to ensure your financial future.
- Estate structure and planning with trusts, wills and life insurance
- Estate transfer procedures
- IRA and pension asset distribution
- Lifetime gifting
- Ownership transfer
- Change in control
- Funding the buy-sell agreement
Transactional Consulting
Early stage tax planning is critical to transaction success. Our team will provide analysis and support for all types of business transactions including: acquisitions, mergers, joint ventures and equity investments. We determine whether the transaction should be structured as a taxable or tax-free transaction or as purchase of assets or stock. Overall, the goal is to analyze all available business attributes to maximize their value and use.
- Analysis of tax consequences for mergers, joint ventures, acquisitions and selling
- Entity choice analysis
- Comparison of tax consequences of financing techniques for capital expenditures
- Due Diligence
- Net to owner calculations for sellers.
- Deal Structure and purchase price allocation
- Net Working Capital Targets and Measuring.