Business Advisory Services
How We Do It
Business owners who are only getting backward looking compliance services deserve better. ARB’s team of advisors are as forward looking as our clients, focused on the year’s goals and long-term viability of the company in helping the owner reach a successful and profitable exit.
There’s a lot our team can handle. But when we don’t have all the answers, we’ll introduce you to the people who do! It’s part of our responsibility to clients to surround ourselves with other professional services providers who specialize in areas that are not in our wheelhouse.
When you need a business valuation, R&D tax credit study, or strategic planning, we can introduce you to quality providers and help them work efficiently to help you reach your goals.
How We’re Helping Clients with Business Advisory Services
Expanding Your Business: Considering expanding your business? We can perform a profitability analysis and the necessary due diligence to help you make key decisions about business growth by identifying which products or lines of business are most profitable and the KPIs that will improve your company’s performance overall before you make the leap. And when you’re ready, we can guide you through the steps, from M&A agreements and tax planning to providing your business’s post-transaction accounting services.
Benchmarking: It’s important to take a look at where you stand. ARB provides services to analyze your current stance and where you’re headed. Want to know how you are doing in comparison to your industry comps? ARB can provide benchmarking data. Feel like your business is operating under ineffectual policies and procedures? We can perform an operational review and make suggestions for incremental improvements and potential overhauls. We can take a look at your business’s internal controls, including implementation, assessment, and prevention of fraud.
Planning for the Future: Want to know where you’re headed? We can do a cash flow analysis, projections, models, and budgets to help your business reach its financial goals. And, if you’re a business owner and are ready to exit your business, we provide succession planning services that are essential to helping youplan a successful and profitable exit from your business.
Business Advisory Services Team Leaders
David V. Jean, CPA, CCIFP, CExP | Principal
Business Advisory Services Practice Leader
David’s focus is on the future, which makes him a natural leader for the Business Advisory Practice Group. David is committed to staying on top of business issues and trends so that he can help business owners across industries and in all stages of a business’ life cycle.