Business Advisory
Your On Demand Outsourced CFO
Your Business is Constantly Changing. We are there Every Step of the Way.
Acumen serves clients who own a business or are in executive leadership positions. We help alleviate their financial distractions so they can focus on running and growing their businesses. We evaluate their businesses at a high level to identify financial opportunities and avoid inefficiencies while working alongside our clients to help them navigate the most complex business situations.
Our team advises and provides tax planning advice to our clients on complex and sophisticated tax-related and business-related issues. We advise and establish policies and procedures for effective recording, analyzing, and reporting of financial matters for our clients. And, when plans require the creation or updating of documents, our team has access to professional advisors to help prepare documents required by the IRS, legal documents, and other services such as IT and marketing.
Business Advisory Services
- Business Structure: Advise on selecting efficient and risk-mitigating legal frameworks.
- Buy/Sell Transactions: Guide through negotiation, due diligence, and structuring deals.
- M&A Advisory: Provide strategic support for mergers, acquisitions, and divestitures.
- Business Valuation: Evaluate business worth for transactions and succession planning.
- Organizational Optimization: Streamline processes, roles, and responsibilities for efficiency, productivity, and scalability.
- Professional Services Access: Connect with trusted attorneys, accountants, and consultants.
- Succession Planning: Strategize leadership and ownership transitions for continuity.
- Retirement Plan Management: Set up and oversee retirement plans, such as 401(k)s and cash balance plans, for employee benefits.
- Employee Retention: Develop competitive compensation and benefit strategies.
- Credit/Lending Guidance: Assist in finding financing, debt management, and capital optimization.
- Liquidity Management: Optimize cash flow and working capital to support growth.
Additional Services
In addition to tax and business advisory, we provide thoughtful financial planning and investment management, estate planning, charitable strategies, real estate investing, and private asset management services. Rather than just one advisor, each of our clients has their own team of in-house specialists.
Let us help you create a
roadmap to Invest Intentionally.®
Learn how we simplify financial complexities so you can focus on what matters most.