Counsel from the advisor who already knows your numbers.
The most useful business advice comes from someone who has seen the general ledger. We advise owners on structure, profitability, succession, and growth with the benefit of knowing exactly what the business earns, what it owes, and what it can afford to attempt.
Business Consulting for clients with real complexity.
- Owners evaluating expansion, a new location, or a second entity
- Partnerships restructuring ownership, buy-sell terms, or compensation
- Families planning succession to the next generation
- Owners three to five years from an exit who want the business ready
Entity and ownership structure
Structures chosen for liability, tax, and succession together rather than tax alone.
Profitability improvement
Line-by-line margin and overhead analysis identifying where earnings are genuinely created.
Succession and exit readiness
Multi-year preparation of financials, contracts, and dependencies so value is not discounted at diligence.
Growth modeling
New locations, hires, and product lines modeled against cash before commitments are signed.
How a business consulting engagement runs.
Owner session
A private conversation about objectives, timeline, and the constraints you are unwilling to trade away.
Analysis
Financial and structural review against those objectives, with the gaps quantified.
Recommendation
A prioritized plan with expected impact, cost, and sequence.
Execution support
We remain engaged through implementation, coordinating with counsel and other advisors as needed.
What clients ask before engaging.
Do we need to be an existing client?
No. Consulting engagements are frequently a client's first work with the firm, and many begin with a single scoped question.
How are consulting engagements priced?
By project with a fixed fee, or as a monthly advisory retainer where the work is ongoing. Either way, the fee is agreed in writing first.
Will this stay confidential?
Entirely. Owner-level discussions — including succession and valuation — are held in strict confidence under professional standards.
Ready to work with a CPA firm that treats your finances like their own?
Schedule a complimentary consultation with Selim Hanna, CPA, and see how strategic advisory can protect and grow your business.