Typically, the Tax & Accounting Service Groups share mutual clients, and often work closely to develop a plan and provide comprehensive services that address the long-range financial, operational and tax consequences of managing a business or one's personal wealth. Serving in this capacity, members of the accounting and tax groups offer a complete range of consultative services.
The firm brings this expertise to bear in managing its client relationships. Professionals offer guidance on matters related to financing, mergers, acquisitions and divestitures, tax and estate planning, and employee and executive benefit planning.
BUSINESS ADVISORY SERVICES
Financial & Operational Controls
Serving in a business advisory capacity, team members offer suggestions to help companies operate more efficiently and cost-effectively. With a special sensitivity to controlling costs, they introduce methods of managing cash flow and operating expenses to enhance productivity and produce results that impact the bottom line.
- Budgeting & Forecasting
- Cash Flow Management
- Profitability Enhancement
- Internal Control Reviews
- Business Valuations
Mergers, Acquisitions & Divestitures
- Locating Businesses for Acquisition
- Working with Buyers of a Business
- Participating in Negotiations that require Tax, Estate & Financial Expertise
- Performing Due Diligence procedures on Businesses for Purchase or Merger
- Structuring Transactions from a Business & Tax Perspective
- Securing Financing
- Estate & Gift Planning
- Succession Planning
- Strategic Planning
- Pre-IPO Planning
- Insurance & Risk Planning
- Information Technology Services
The firm has established banking relationships with financial institutions throughout the mid-Atlantic region. Those solid associations have resulted in increased borrowing capacity for businesses, more favorable interest rates on loans, lines of credit and checking/savings accounts.
EMPLOYEE & EXECUTIVE BENEFIT PLANNING
Heffler, Radetich & Saitta offers complete employee and executive benefit planning services through its affiliate, HR&S Financial Services. Those services include the establishment of comprehensive and cost-effective group life and health insurance plans, retirement plans, estate and business succession plans and investment plans. Evaluating payroll processing options is another service available to businesses.
HR&S Financial Services