ADVISORY SERVICES

Our Role as Trusted Advisor

Navigating 30+ mergers and acquisitions -- and that’s just with ONE of our clients.

When the company is yours, who do you turn to for sound business advice? Private companies face a number of financial issues that are fundamental to the long-term health and growth of their business – succession planning, strategic planning, international trade, industry-specific expertise, and financial management.

SRHW is recognized by our clients for delivering invaluable business advice well beyond traditional accounting services. Our role as business advisor on financial and strategic issues is part of the value-add that makes for strong long-lasting client relationships.

Family Business Group

Owning, managing, and planning for the succession of a family-owned business brings a special set of challenges to business ownership. By blending financial and management backgrounds with experience, we help you create a plan that makes sense for both the business and the family.

Business and Strategic Planning

Creating the road map for where you want to take your business is a critical planning step. We help your business determine what it can become and where and how to get there. SRHW consultants work with you to develop a workable, practical, and valuable plan.

International Connection

The need to support international business has never been greater. Beyond the basics of accounting and tax work, we help you develop efficient, advantageous cross-border strategies. As a member of the McGladrey Alliance, SRHW has access to the resources and services McGladrey LLP provide their own clients. McGladrey Alliance member firms maintain their name, autonomy and independence and are responsible for their own client fee arrangements, delivery of services and maintenance of client relationships.

McGladrey Alliance is a business of McGladrey LLP, a leading professional services firm providing tax and consulting services. McGladrey is the trademark under which McGladrey LLP serve clients’ business needs. Together, they rank as the fifth largest U.S. provider of assurance, tax and consulting services with 7,000 professionals and associates in nearly 90 offices.

 

Specialty Industry Groups

An advisor with knowledge and understanding of your industry is invaluable. SRHW brings a wealth of experience from across industries, including our specialty industry groups who serve the Manufacturing & Distribution, Construction, Real Estate, Financial Services, Retail & Trade, and Timber Investment Management Organizations (TIMOs) markets.

Financial Management

The health of your business depends on sound financial management. SRHW’s advice to private companies extends to conducting financial reviews of your operations, cash flow analyses, evaluating alternative financing strategies, and reviewing loan proposals to strengthen your financial position and fuel growth consistent with your company’s goals.

Learn more about Advisory Services from Sellers, Richardson, Holman & West.