Business Transformation

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.
coworkers looking at graphs in meeting

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 +

We offer a variety of business advisory services to our clients

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.

Financial Reporting

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


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.

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.

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.


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.

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.


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.

Budgeting & Forecasting

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

Our Industries +

Who We Serve

SD Mayer accountants for construction companies and industry
Learn More
SD Mayer accounting for media industry companies
Entertainment & Media
Learn More
US Income 990 Tax Forms
Real Estate Investors and Agents
Learn More
Find your nonprofit’s next leader with a team and a plan
Learn More
SD Mayer accounting for retail stores
Consumer & Retail
Learn More
Families With College Students May Save Tax on Their 2017 Returns with One of These Breaks
Educational Institutions
Learn More
gloved hands holding medical sample - Medical industry accounting services
Healthcare & Life Sciences
Learn More
SD Mayer manufacturing industry accounting
Manufacturing & Distribution
Learn More
SD Mayer professional services shaking hands in business setting
Professional Services
Learn More
typing on laptop
Technology & Telecom
Learn More
SD Mayer accounting for energy companies and industry
Renewable Energy
Learn More
Wineries & Vineyards
Wineries & Vineyards
Learn More
stock market volatility
Oil and Gas
Learn More
SD Mayer Government accounting services - american flag
Learn More
Blue header contact section
Get In Touch +

Contact Us

While our clients come from all over the city, state and country, our home base is in the city of innovation and entrepreneurship—San Francisco.

All of the creativity and technical expertise surrounding us keeps us up to date with the latest thinking so we can serve you better.

We always look forward to a new conversation, so drop us a line or give us a call.

    Learn More About Our Comprehensive Range of Expertise

    Contact Us
    Back to Top