BUSINESS ADVISORY SERVICES
Our ApproachSD 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.
The SD Mayer AdvantageWith 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.
Why SD MayerWith 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.
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.LEARN MORE »
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.LEARN MORE »
Mergers & Acquisition
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.LEARN MORE »
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.LEARN MORE »
Budgeting & Forecasting
We will analyze your spending and rebalance your budget and/or debt to support the success of your business.LEARN MORE »
Stakeholders, creditors, government agencies and private investors often need assurance that your financial statements represent the true financial position of your company.LEARN MORE »
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.LEARN MORE »
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.LEARN MORE »
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.LEARN MORE »