BUSINESS ADVISORY SERVICES

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Our Approach

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.

The SD Mayer 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.

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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.

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.

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Bankruptcy/Turnaround

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.

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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.

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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.

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Budgeting & Forecasting

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

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Financial Reporting

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

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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.

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Valuation

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.

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Litigation

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.

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The Team

Stephen D. Mayer, CPA
Founder & Managing Partner
Brian Ham
Controller
Chris Cardwell, CPA
Partner, Audit
Rick Hillsbery, CPA/PFS, CFP®, CKA®
Partner, Wealth Management
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