EXPERT ADVICE TAILORED TO YOUR NEEDS.
Navigating complex business issues often requires an outside perspective. At Smolin, our financial advisory services provide the expert insight needed to overcome obstacles and enhance your organization’s performance. Our consultants bring specialized knowledge across various fields to offer tailored solutions that address your unique challenges.
Our commitment to understanding the specific needs of your industry enables us to deliver customized advisory services that support and elevate your business. With Smolin, you gain a partner dedicated to providing strategic guidance and actionable recommendations.
how smolin can help you succeed.
CFO Services
Financial management can be complex for businesses seeking growth, particularly when balancing day-to-day operations with long-term strategy. Our CFO Services provide expert support in areas like financial planning, performance analysis, and cash flow management, helping you optimize financial health and achieve sustainable growth.
Closely Held Businesses
We specialize in supporting closely held and family-owned businesses with services such as bookkeeping, budgeting, accounting, and tax planning. Our advisors offer tailored solutions in audit, tax compliance, and business strategy to help your business grow and succeed.
Employee Benefits Plans
Employee Benefit Plans (EBPs) require specialized accounting, auditing, and consulting services to ensure compliance and effectiveness. Smolin works with your attorney to design, optimize, and manage EBPs, addressing compliance, fiduciary responsibilities, and employee needs to ensure successful and legally sound plan administration.
estate & gift planning
Estate planning is vital for protecting your wealth and minimizing taxes. Without a comprehensive plan, your estate could face substantial tax liabilities and legal disputes among heirs. Our experts assist in creating a tailored estate plan that addresses all legal and tax considerations, helping you safeguard your assets and ensure your wishes are fulfilled.
Mergers & Acquisitions
Our Mergers & Acquisitions (M&A) team works closely with your attorney and other professionals to expertly guide clients through buy-side and sell-side transactions, ensuring a seamless process from initial planning to post-closing. We provide strategic transaction structuring, tax and accounting expertise, and responsive support to meet the fast-paced demands of M&A deals.
Other Consulting Services
Smolin brings over 75 years of expertise to provide customized consulting services that drive strategic, operational, and financial success for your business. Our experienced advisors offer innovative solutions in areas like accounting systems, business valuations, cash flow management, and more, ensuring your business thrives in a dynamic marketplace.
succession planning
Succession planning is crucial for the future of your business, yet it’s often overlooked. Proper planning ensures a smooth transition of control or a successful sale, preserving the wealth and legacy you’ve built. Smolin’s consultants work with you to craft a succession plan that aligns with your goals and mitigates potential conflicts, ensuring the longevity of your business.
transactional advisory
Managing business transactions, from cash sales to acquisitions, requires careful oversight and compliance. Smolin’s Transactional Advisory Support team offers expertise in handling transactions efficiently and correctly, ensuring all regulatory requirements are met and your business operations remain smooth.
READY TO TAKE THE NEXT STEP?
Achieving business success involves navigating challenges, managing costs, and planning for the future. Smolin’s advisory team is here to provide the support and insights you need to elevate your organization and achieve your strategic goals.
let’s work together for your success.
At Smolin, we understand the dedication it takes to succeed in business. Our tailored financial advisory services are designed to provide the expertise and strategic support needed to help your organization thrive. Reach out to Smolin today and discover how we can partner with you to drive your business forward.