Business Advisory

Business Advisory Services

SD Mayer understands that the future CFO needs to have a different skillset in the future than they’ve had in the past. To begin, they need to crunch fewer numbers and become more of a strategist. In fact, the top five concerns, and areas of improvement, facing CFOs today, include:

  • Understanding digital, smart technologies and sophisticated data analytics;
  • Improve stakeholder management skills, including those of investors and C-suite members;
  • Improve leadership and team-building skills;
  • Improve strategic risk-management skills;
  • Increasing exposure to major strategic change programs, such as IT delivery or M&A intregrations;
  • Gain international exposure.

Fortunately, SD Mayer has a suite of business advisory services laser-focused on the things that the CFO of the future needs to know. SD Mayer brings a unique set of skills to each project including international expertise, reorganization experience, capital management, and business process redesign, and can work as CFO advisory strategists with your finance team to allow the CFO to take on their new role, while delivering the existing work they are familiar with.

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Our Advantage

With today’s economic conditions constantly changing, having a business advisor by your side is paramount. SD Mayer has advised hundreds of small- and medium-sized businesses manage risks and comply with laws, regulations and internal policies. We focus on strategic planning, improving and executing business strategies and aligning your business goals with the needs of your clients and stakeholders. Our list of business advisory services includes: strategic planning, bankruptcy & turnaround, mergers & acquisitions, succession planning, budgeting & forecasting, financial reporting, retirement plan consulting, valuation and litigation.

Services Offered

Strategic Planning

A strategic business plan helps you clarify your company’s direction, ensures your key leaders are all on the same page, and keeps both management and staff focused on the tasks at hand.


We can also assist with preparation and filing of bankruptcy schedules, statements of finances and provide monthly reports. Finally, we assist with the bankruptcy and liquidation of assets.

Mergers & Acquistions

We can coordinate services across our various teams, including our estate planning team, to identify and address wealth transfer issues early on, and communicate throughout the entire process.

Succession Planning

Implementing and developing a well-designed succession plan for your business when transferring ownership to family heirs, handing down to key employees or positioning your company for sale.

Budgeting & Forecasting

We will analyze your spending and rebalance your budget and/or debt to support the success of your business.

Financial Reporting

Stakeholders, creditors, government agencies and private investors often need assurance that your financial statements represent the true financial position of your company.

Retirement Plan Consulting

We recognize how important it is for every employee to be ready for retirement; and build customized education programs based on the unique characteristics of your organization.


SD Mayer provides an objective and independent assessment of the value of your business. Our sophisticated assessment methodologies can fulfill the most complex financial reporting and tax requirements.


SD Mayer’s litigation support team is thoroughly experienced in providing the testimony needed to support a claim of economic or financial loss or disputes related to accountancy issues.

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.

Construction & Real Estate
Consumer & Retail
Energy & Natural Resources
Entertainment & Media
Financial Services
Government & Public Sector
Healthcare & Life Sciences
Manufacturing & Distribution
Professional Services
Technology & Telecom

Learn More About our Comprehensive Range of Expertise

Thought Leadership

Our Business Advisory Team

Greg Barber
Marketing Director
Angelica Beas
Tax Supervisor
John Benjamin
Director, Business Development
Greg Blanton, CPA
Senior Tax Manager
Brian Ham
Cody Martin
Advisor, Wealth Management
Stephen D. Mayer, CPA
Managing Partner & Founder
Wyatt Nelson
Chief Operating Officer (COO)
Ken Nguyen
Manager, Outsourced Accounting
Daniel P. Rush
Vice President, Wealth Management
Elias Tarabay, CPA
Partner, Audit & Assurance
Joanne Wiggins-Barros, CPA
Partner, Tax & Accounting
SD Mayer