Business Consulting Services

At ACT Financial and Tax Services, LLC, our experienced staff of business consultants is committed to assisting you through every phase of the business life cycle, applying our experience and insight to provide you with meaningful and practical strategies and solutions to address the issues facing your business. From incorporation through business succession planning, we provide the comprehensive advice, insight, and technical expertise you need to help your business achieve success at any stage.

Financial Forecast and Projections

Financial planning is critical to the success of any business, and at ACT Financial and Tax Services, LLC, we are committed to working with you to create a thoughtful and comprehensive plan to achieve your business objectives. We provide a complete range of financial and business forecasting services, and can also create customized "What If" planning scenarios to help management foresee and plan for unexpected business contingencies. ACT Financial and Tax Services, LLC has the experience, the innovative thinking, and the insight to help your organization identify and manage risk, quantify resources, and formulate and achieve your strategic goals and objectives.

Business Succession and Exit Planning

You worked hard to establish a successful business, and thoughtful business succession or exit planning is the key to ensuring that your business will continue to flourish in the future, without your day-to-day involvement. Too often, healthy, successful businesses are negatively impacted by a lack of succession or exit planning, from unclear transfer of leadership to liquidity problems stemming from unexpected inheritance taxes or costs. As experts in the field of business succession and business exit planning, ACT Financial and Tax Services, LLC can help you to design a comprehensive strategy to avoid these problems and achieve your objectives, giving you the peace of mind that comes from knowing that your business will enjoy a smooth continuance, and your heirs and business associates will be well protected.