Business Structure
Does your present business structure, ensure optimal protection of your assets? Your best move might be to reorganize as an LLC or other type of corporation. Establishing a new entity or restructuring an existing one can be the best way to protect your investment — even more than any bank vault or portfolio plan will.
Feasibility Studies / Projections
McCauley Nicolas has a long track record of helping entrepreneurs get established, stay strong and viable through the ups and downs of their first few business cycles, and grow steadily and profitably for years afterward. New ventures and continuous improvement projects make up a significant share of our client base. Trust us to help you make the perfect opening move.
Risk / Operations Audit
We established this specialized consulting area to help business owners and managers to evaluate risks that may affect their future earnings. Let us show you how “new economy” issues and trends might influence your current business model.
Budgets / Financing / Equity Development
The most successful business people are the ones who seize the initiative and take control through sound financial management practices. We can help you do just that by analyzing your billing, accounts receivable and collection procedures to improve your cash flow, and assisting you in determining capitalization. We can also help you establish budgets and capital accumulation plans.
Business Plans / Strategic Plans
Business leaders who take the time to create business and/or strategic plans know how valuable they are. We’ll help you develop a plan that gives your organization a strategic advantage and a path to growth. We’re large enough to be able to offer insights gained from experience, but not so large that we don’t maintain a personal interest in each of our clients. We’re especially adept at helping family business with succession, gift planning and exit strategies.
Employee Benefit Services
Think of McCauley Nicolas when you need help with employee benefits, cafeteria plan setup and administration, retirement plan development/administration, key employee compensation planning or incentive plan development.
Forensic Accounting / Fraud Examinations
The time may come when your profitability depends on establishing what transactions took place and when. If and when that day comes, call on McCauley Nicolas.
Information Technology Implementation and Support
For more than two decades McCauley Nicolas has helped businesses of all sizes implement custom-designed IT software and system configurations. We’re constantly keeping pace with the ever-changing world of technology in order to bring our customers the latest, best solutions for their operational needs. Let us design your system, your procedures — even your disaster recovery plan. We can also recommended the perfect management information system!
Business Acquisitions / Mergers
McCauley Nicolas will assist you in all aspects, beginning with origination through the final closing of mergers, acquisitions and divestitures, to enhance your position in the marketplace.
Long-range Planning
Considering how to apportion your estate or plan for a successor? A trusted advisor can offer the objectivity and expert assistance you need as you make these highly consequential decisions. McCauley Nicolas has CPAs who are specifically trained to advise you on college funding, estate planning, gift planning, retirement plans, personal financial plans and divorce mediation.
Financing Arrangements
Every investor is looking for that unique win based on market conditions. We are experienced in preparing the financial reports that clarify a firm’s potential.
Contract Negotiation
When it comes to new business, real estate and other contractual arrangements, an experienced negotiator can make all the difference. In chess, we say, “Consolidate!” That is, maintain your established advantage!
Business Valuations
Valuation services are a natural extension of the many traditional services we provide to our clients. With the increases in family transfers for estate and gift purposes, financing needs, buy-sell agreements, divorce and mergers and acquisitions, there has never been a greater demand. An accurate valuation can spur a growth move or help you sell at the best asking price. Discover your best options!
Litigation Support
Are you under attack — besieged by a “pawn storm”? Or maybe you’re recovering from a “shot”? We can help you with a wide range of business, personal and estate-related issues in the event of litigation.