San Jose Business Advisor - Your Source for Professional Business Advice and Tax Planning

Business Consulting
Business Management Support
- Business Entity Selection - Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.
- Business Process Improvement -
In the course of an organization's growth and development, processes are created, either formally or informally, to deal with the various operational aspects of the business. Over time, however, these processes may become inefficient or, in the worst case, no longer necessary. Unfortunately, it is often difficult for the individuals that perform specific processes to see the big picture and to understand how the processes can be improved. Our consultants can help you see through the forest to the identify areas that need improvements and recommend solutions to make your people more efficient.
- Business Succession Planning -
Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.
- Buying & Selling a Business -
Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.
- Debt & Financing Services -
Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level.
- Financial Forecasts & Projections -
Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.
- Litigation Support -
Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages.
- Mergers & Acquisitions -
Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations.
- Pension & Profit Sharing Plans -
Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.
© 2007 sanjosebusinessadvisor.com