ADVISORY

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Financial Advisor & Business Strategists

SD Mayer offers a comprehensive suite of services dedicated to helping you as a trusted financial advisor and business advisor. We have advisory services for every stage of your personal or business lifecycle.

SD Mayer Will Be By Your Side Through Every Stage

Seed Funding and Conception

Like conceiving a child, businesses are born from just an idea and development begins. From the beginning, SD Mayer’s planning team can strategize with you to make sure that you understand the tax implications of the decisions you’re heading into and you will have nancial security for your future.

Startup/Infancy and Childhood

By now, your business is born, named and registered and it’s time to get to work. As new parents of a business or toddler, you’ll need a team that can help you get through this nerve-wracking time.

Our tax advisors have the resources to provide strategic advice on how to best manage your cashflow through the murky tax waters. Our wealth management and retirement teams can help you plan ahead to meet your future goals—whether that’s college, retirement or future growth.

This can also be a good time to speak to our technology team to evaluate your systems and hit the ground running without overspending.

Growth and Establishment/ Teen, College and Adulthood

The teenage years can be tough—too young to be fully independent, but too old to be micromanaged. At this point, you can start to let go and delegate tasks to others, so that you can focus on other things. SD Mayer’s outsource team could handle your back office tasks, like bookkeeping, while you focus on the front office. As you move toward adulthood, the smart business decisions you’ve made will start to pay off.

Expansion/Family

During this stage, it’s natural to want to expand into new markets with new tax implications. SD Mayer will be by your side to help you navigate and course correct so that you can take advantage of new opportunities.

Maturity and Exit/Retirement

At the end of your life cycle, the decisions you have made come to full realization. The SD Mayer team can help you through reorganizations, downsizing or can even help you come up with an exit strategy.

Why SD Mayer

With a focus on applying technology and a fresh way of thinking to each client engagement, SD Mayer is transforming the nature of client service in the accounting industry. For our business clients, we are your trusted advisor, providing actionable insights to solve today’s business issues and strategize for future growth. For our individual clients, we focus on helping you achieve financial security through estate planning, investment guidance, insurance and tax planning, and retirement planning. Whatever life stage you or your business are in, SD Mayer will have your back as your trusted advisor.

Services Offered

BUSINESS ADVISORY SERVICES

Our business advisory services encompass everything you need to keep your business running, from strategic planning advisory services to succession planning. Our team can help you through a bankruptcy or a merger/acquisition and complete all of the budgeting, forecasting and reporting you’ll need from our skilled advisory professionals.

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OUTSOURCED ACCOUNTING

Our Outsource Accounting team provides solutions to the accounting and financial needs of privately-held companies and nonprofit organizations. At SD Mayer, our solutions range from routine bookkeeping, to full-complement CFO/Controller/Treasurer roles, to all-encompassing “trusted business advisor” relationships.

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TECHNOLOGY CONSULTING

SD Mayer is an experienced technology consulting and cloud solutions provider dedicated to helping our customers succeed and meet their changing needs. Formulating and managing strategies to align and enable technology with your business goals is one of our core competencies.

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WEALTH MANAGEMENT

At SD Mayer, we are financial advisors the Bay Area can rely on for effective wealth management. Our specialized team is dedicated to extinguishing all concerns you and your family may have about your financial security through the careful interaction of a variety of tools.

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RETIREMENT BENEFIT PLANS

SD Mayer’s corporate retirement services were created to support senior management with design, implementation and maintenance of your company’s retirement plan. Our objective is to make sure your plan is fully compliant with the fiduciary standards set forth in ERISA.

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Industries Served

Your niche industry and personalized needs don’t deserve a universal, textbook line of service. With expertise in a wide range of fields, we can devise a custom solution just for you. We offer services and consulting geared towards your organization’s financial development and success. Our passion guides us from the first consultation through solution implementation and follow-up meetings to ensure you receive top-quality advice and service throughout the process.

Based on your business goals, we create a custom plan that taps the powerful resources at SD Mayer to address every one of your concerns. After thorough consultation with your team, we devise a specialized solution that could blend a number of services from our different practice groups.