Smart Strategic Services for business owners
The ever-changing and increasing regulations and economic challenges today faced by business owners underscore the importance of having comprehensive accounting systems and smart planning processes in place - and the right financial advisory firm supporting you.
Foremost thought leaders in this sector, the professionals in Mercadien’s Entrepreneurial Services Group have the industry experience and top credentials to ensure that you protect, improve and, when ready, harvest the value of the business you built. Our team is dedicated to providing proactive, efficient services to closely-held business clients in many industry sectors, such as manufacturing and wholesale distribution, automotive, construction, real estate and professional services.
Utilizing expertise and insight gained through more than 50 years of experience as business owners, the achievement of certifications as industry financial professionals and in the accounting industry, participation in leading business and professional trade associations, and continuing education on all industry and professional fronts, Mercadien is highly qualified to assist you with the navigation of your company and maximization of your wealth.
As relationship-driven experts in our field, we well understand the issues facing closely-held business owners and the requirements of banks, shareholders, government entities, customers and the IRS. Stated more simply, “We know our clients.”
- Succession & exit strategies
- Profit improvement studies
- Wealth planning & management
- Financial management & modeling
- Technology administration & advisory
- Benchmarking & improvement studies
- Preparation of financing/bank packages
- Strategic business planning & coaching
- Internal audit
- Internal control studies
- Accounting & auditing
- Cost segregation tax studies
- Multi-state tax planning & compliance
- Section 179d, DPAD, R&D, & other industry-specific tax-saving opportunities
- Lease vs. purchase analyses for equipment & capital assets