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
  • Buy and sell transactions
  • M&A advisory
  • Business valuation
  • Organizational structure 
  • Executive benefits planning
  • Access to professional services
  • Succession planning
  • Retirement plan implementation
    • 401(k)
    • 403(b)
    • SEP
    • Profit sharing
  • Cash balance plans
  • Employee retention and benefit planning
  • Credit and lending guidance
  • Liquidity management services

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.