Tax Preparation

Our experienced CPA’s and EA’s can prepare your individual, corporate, and trust tax returns timely and properly. With two offices in the greater Richmond area, we can offer services for both sides of the James River. North of the James River, Bon Air, and Midlothian is serviced by Maxwell & Sikes, CPA, PC, while South of the James River, Chester, and the Tri-Cities are serviced by Michael S Doran, CPA, PC.

tax planning

Our experienced staff can help you stay ahead of IRS tax law changes and keep your business running efficiently.

IRS REPRESENTATION

Our experienced CPA’s and EA’s can represent you before the IRS and help you establish a payment plan, dispute a tax invoice, or assist in Offers In Compromises.

CFO and M&A ADVISORY SERVICES

We can be your outsourced CFO, and help you manage your business more efficiently. We can also assist you with the sale of your business, merging with another business, or assist you with a new business acquisition. We are business advisors and business brokers with more than 25 years of experience.

Our Full-Service M&A Advisory Includes The Following:

Exclusive Sale Representation
Understand client objectives and expectations and design a sale process to achieve such goals, including but not limited to, maximizing the value of the client’s business and included commercial real estate and closing the transaction on the best possible terms.
Develop an appropriate buyers list and all of the related transaction marketing materials, which would typically include a comprehensive Confidential Memorandum.
Manage the distribution of the business acquisition and any included commercial real estate on all major business sales and commercial real estate sales platforms.
Manage all communications and interaction with prospective buyers, including marketing calls, follow up data requests, and site visits.
Evaluate and negotiate offers from interested parties and work with the client to select the buyer and sign a Letter of Intent.
Manage the post-LOI closing process including buyer due diligence and the negotiation and execution of the definitive transaction documentation.

Buy-Side Advisory
Identify and assess potential targets.
Perform valuation and business analysis.
Advise regarding transaction pricing and structure.
Negotiate Letter of Intent.
Manage closing process including performing due diligence on the target and negotiating the definitive transaction documentation.
Assist in identifying and securing financing if required.
Assist in lease negotiations and commercial real estate acquisition.

Pre-Sale Consulting
Thoroughly assess the operations and financial condition of a business from a potential buyers’ perspective.
Make recommendations and assist as required to develop long-term strategies regarding:Business development and growth opportunities
Capital structure optimization
Financial systems and controls
Management requirements
Technology and IT systems
Timing of a potential sale or recapitalization
Business Valuations
Tax planning
Strategic business planning
Brand Audit and marketing assessment
Valuation of commercial real estate included in the transaction

Post-Sale Consulting
Thoroughly assess the operations and financial condition of a business from the perspective of the newly formed merged entity
Make recommendations and assist as required to develop long-term strategies regarding:Business development and growth opportunities
Brand Planning and marketing strategy for newly formed entity
Financial systems and controls
Management requirements
Technology and IT systems
Tax planning
Strategic business planning for newly formed entity
Commercial Real Estate Services
Thoroughly assess and perform valuation for the commercial real estate included in the business transaction.
Represent the seller or buyer on the commercial real estate included in the deal for sale or lease.
Make recommendations and assist as required to develop strategies regarding:Sale leasebacks
Landlord and tenant representation
Lease transfers
New site selection