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Swartz & Reeder Advisors
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Business consulting2021-10-04T20:59:31+00:00
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Unleash the financial potential of your business.

We go way beyond most accounting firms—to not only protect your businesses finances, but also grow them. Work with us to realize the full potential of your business through strategic financial business consulting.

Our business consulting services

  • Entity structure strategy

We’ll consider your vision for the business for strategic business structuring plans.

  • Cashflow management and forecasting

Let us keep a finger on the pulse of your finances and an eye toward the future.

  • Funding strategy

We’ll help you explore and consider your options for business funding.

  • Business buyer due diligence

We do thorough legwork when it comes to vetting potential buyers.

  • Value engineering

Find creative ways to cut costs without sacrificing your output.

  • Exit planning

When the time comes, we’ll help identify the most financially beneficial exit strategy.

  • Succession planning

Maintain the continuity of your business with thorough succession planning.

  • Self-employed retirement plan strategy

We’ll help maximize your pre-tax retirement investments and secure your future.

  • Business valuations

Let us crunch the numbers and tell the story to support business valuation needs.

Learn and grow

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