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Private Company Business Advisory Services

HELPING YOU BE THE BEST

Growth opportunities. Succession planning. Foreign competition. Talent. Tax burdens. Demographic shifts. Regulatory compliance. As a business owner or CEO of a private company in today’s highly-complex, mobile business environment, there’s much to manage. Our business advisory services will support you in whatever issues you’re facing and help you strategize your next move, while overcoming any business challenges that may be holding you back.

Now more than ever, having comprehensive accounting systems and smart planning processes in place – as well as the right advisors – will play a significant role in your growth and success. Our diverse and seasoned team provides proactive, efficient business advisory services to private companies in a wide spectrum of industries, including manufacturing and distribution, automotive, construction, commercial real estate, engineering and architecture, as well as law and other types of professional service firms. We get to know our clients; for us that’s just one part of delivering the Mercadien Client Experience.

STRATEGIC SERVICES FOR PRIVATE COMPANIES

At Mercadien, we understand our clients and provide hands-on support wherever your business is in its lifecycle. Whether the assistance you need is big or small, strategic or day-to-day, you can expect our partners and senior management to take a vested interest in every interaction and engagement. As entrepreneurs ourselves, we know how to fuel growth and tackle obstacles, but more importantly, we know how critical it is to work on your business – not just in your business. We are here to help you strategize next steps, navigate challenges, mitigate risk, and maximize wealth.

Providing continuity is always top of mind for us and you can rest assured that your go-to advisor will stay your advisor. Our clients feel confident knowing their engagements are managed by well-trained, committed and passionate professionals, year after year. With more than 50 years of experience as business owners, certified public accountants, management and financial consultants, and thought leaders, we take great pride in being able to share that expertise and insight with the business community. We know that finding a connection among peers at your level also can be invaluable; that’s why we developed a forum exclusively for business executives in the New Jersey area – a Business Leaders Council – for CEO/Owners of privately-owned companies – to meet and dig deeper into business topics and challenges in a non-competitive environment.

OUR BUSINESS ADVISORY INCLUDES

Advisory

  • Profit improvement studies
  • Succession and exit strategies
  • Strategic business planning and coaching
  • Financial management and modeling

Governance

  • Corporate structure
  • Corporate therapy
  • Board governance and training
  • Performance appraisals

Accounting and Tax

  • Cash flow management
  • Tax planning and compliance, including multi-state and international
  • Preparation of financing and bank packages

Audit and Compliance

  • Internal control studies
  • Business and risk assessment
  • Contract and performance audits

COMMUNITY INVOLVEMENT

  • Association for Corporate Growth
  • Association of Certified Management Consultants
  • Center for Strategic Business Integrity
  • Association for Strategic Planning
  • New Jersey Business & Industry Association
  • New Jersey State Chamber of Commerce
  • MIDJersey Chamber of Commerce
  • Princeton Regional Chamber of Commerce

BUSINESS ADVISORY SERVICES TEAM MEMBERS

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