Today closely-held, local companies are impacted by a global economy, rapid changes in technology, fierce competition and a need to be able to respond quickly and efficiently to market fluctuations - while taking fullest advantage of exciting emerging opportunities. To help our clients navigate in this climate, the professionals in our Business Advisory Group share their knowledge, offer thoughtful suggestions and work together to identify practical solutions through a multidisciplinary approach which integrates talent from across all of the departments within the firm.
- Business Advisory Services
- Corporate Governance
- Mergers and Acquisitions
- Strategic Planning
Business Advisory Services
Our advisory team, comprised of CPAs who offer the highest level of accounting and tax skills combined with consultants and former CFOs who apply their real world experience to focus on improving the client’s success, offers many advantages to our clients. The clients have the opportunity to work closely with a group of professionals who come to the table with a range of skills and diverse backgrounds. They are able to look past the numbers in the financial reports, drilling down and uncovering the root causes of changes in operational performance that result in fluctuating financial profitability.
Working with each client, the Business Advisory Group conducts an analysis and then identifies areas that may be of concern now, or in the future. We do this by helping clients write and execute a comprehensive strategic business plan. Once the road map is established, we provide additional support, such as:
- Arranging Alternative Financing, EDA Loans and Programs
- Controlling Cash Flow (along with a hands on approach to being more efficient)
- Improving People-Management Skills
- Integrating and Embellishing IT Systems
- Managing Risk
- Maximizing Time Management
- Optimizing Customer and Vendor Relationships
As your accountants, it is our goal to continue adding value by providing solutions to the problems you deal with on a regular basis.
We focus on a range of strategic planning services most valuable for middle market businesses today. Through this group, we are able to offer our clients access to management consulting services that are grounded in a simple philosophy – today’s competition demands integration of a robust strategy, a business purpose and the core capabilities of the enterprise.
We believe it is our obligation to our clients to create value that is both dynamic and self-sustaining. Our objectives are to ensure that every perspective is considered in the client’s decision making process, that we can help clients anticipate changing conditions and that we are able to help them transform vision into results by establishing management and operational systems that improve processes and facilitate continued growth.
Clients range from start-up ventures to Fortune 100 companies, from cutting edge technology firms to nonprofit organizations, from entrepreneurs embracing new markets to senior executives leading organizational change.
To all of these clients, we offer a complete suite of business services, including:
- Alliance and Partnership Development
- Brand Strategies
- Business Plan Development
- Competitive Analysis and Market Research
- Leadership Training
- New Business Development
- Organizational Design
- Retreat Facilitation
- Risk Analysis Process Improvement
- Strategic Planning
- Team Building
Mergers and Acquisitions
At Sobel & Co. we are proud of the valuable role we play, helping our clients through every stage of their business life cycle, including megers, acquistions and other key transitions. As a trusted advisor, we have access to our clients' critical financial information and we understand their goals and dreams. As such we are in an excellent position to offer guidance and strategic advice regarding their M & A considerations.
Whenever possible, it is our objective to help our clients attain financial success and sustain profitability. If a merger or acquisition is one of their options for growth, we start by educating them and preparing them as we discuss the importance of conducting appropriate and thorough due dilligence as well as seek out a candidate that will prove to be a good fit. From financial analysis to financial forecasts to structuring buy-sell agreements, we work together as a team to create the most efficient and effective opportunities for each client based on their specific goals.
Sobel & Co.'s Risk Management and Compliance Services Group works with public companies and large privately owned businesses, offering specialized technical skills and outstanding support to help them improve processes, enhance operations and adhere to regulatory compliance. We work closely with the CEO and CFO, the audit committee, board of directors and management team to define the risk environment and then identify and, if needed, strengthen, the overall internal control environment. From identification and documentation through testing and compliance, we can provide all of services required to ensure implementation of best practices, such as:
- Sarbanes-Oxley 404 Compliance
- Internal Audits: Outsourcing and Co-Sourcing
- Internal Controls Review
- U.S. Patriot Act Reviews (including Anti-Money Laundering Compliance)
- Forensic Accounting
- Organizational Structure Analysis
- Documentation and Implementation of Policies and Procedures
- The Health Insurance Portability and Accountability Act (HIPAA) Compliance
Impeccable credentials, responsive professionals and a proven track record ensure that our clients will receive the highest possible level of service at a fee that meets their budget.