MIND YOUR BIZZNESS

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Services

We offer a glossary of business terms and concepts every business owner should know. Check it out.

We publish a blog which covers business topics related to finance, accounting, and business valuation.

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The consulting services offered to clients which are our core area of expertise.

Core Services

Core Services

Business Valuation
& Related Services

Stack of business valuation and finance books representing valuation services
Stack of business valuation and finance books representing valuation services
Statue of Lady Justice representing litigation support and financial damage calculations
Statue of Lady Justice representing litigation support and financial damage calculations
Business professional on ladder symbolizing financial forecasting and strategic planning
Business professional on ladder symbolizing financial forecasting and strategic planning

We provide valuation-related litigation support services, including the quantification of economic damages in cases involving:

  • Lost profits

  • Diminished business value

  • Shareholder and partnership disputes

  • Marital dissolution matters

  • Breach of contract claims

  • Intellectual property infringement (copyright, patent, music)

We help business owners plan for the future with customized financial tools and insights, including:

  • Budget development

  • Financial forecasts and projections

  • Strategic growth modeling

  • Investor or new partner planning

  • Business performance analysis

  • Custom-built Microsoft Excel models

  • QuickBooks bookkeeping & reconciliation assistance

Forecast, Strategic Planning
& Other Services

We provide independent, well supported business valuation analyses for a variety of purposes including:

  • Gift and estate tax

  • 409A valuations and personal goodwill

  • Strategy consulting during start-up, acquisition, or exit phase

  • Investor attraction, partner buyouts and equity planning

  • Rebuttal reports and second-opinion reviews

Litigation Support &
Expert Witness Testimony

One-on-One Consultations

These one-on-one consultations are directly related to your business.

One-on-One Consultations

Understanding the Risks that Affect Business Value

Most business owners focus on revenue, profit, and growth. But experienced buyers and investors evaluate companies very differently. They look closely at the operational risks that can impact future cash flows, such as:

  • Customer concentration

  • Owner dependency

  • Operational inefficiencies

  • Weak internal controls

  • Limited management depth

  • Supplier and supply chain risk

These factors often appear long before they show up in the financial statements, but they can significantly affect how a business is valued.

If you're interested in learning more about how these risks influence business value, visit our Business Consulting Blog or explore the Risky Business diagnostic session, where we identify the risks specific to your company.

Game cube letters spell the work risk. Graphic supports the company-specific risk in valuations.
Game cube letters spell the work risk. Graphic supports the company-specific risk in valuations.

Help with Microsoft Excel

To assist with Microsoft Excel issues, from minor to massive.

Help with
Microsoft Excel

How can we help you? Not sure? Book a free consult.

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Business Blog

Articles covering a variety of topics in everyday business.

Business Blog

Blog Highlight of the Month

Featured spotlight of the article of the month from our business blog.

Blog Highlight
of the Month

♫ ...beat it ♫ ♪ ...beat it ♫ ♪ ♪ ♫ ♪ ♪
You might know who won the tax case...but who was really really right?
Whose crystal ball was correct? Hint: you will have to ask Forbes.

→ 17 years after his death

→ 5 years since the tax case settled.

It's time for an update.
♫ ♫ ♪ ..beat it ... beat it... ♪ ♫ ♪ ♫ ♫ ♪ ♫♫...♪ ♫♫

♫ ...beat it ♫ ♪ ♪ ♫ ♪ ♪
♫ ...beat it ♫ ♪ ♪ beat it. beat it. ♫ ♪ ♪

Battle of the Experts: the Estate of Michael Jackson

When two experts are light years apart on the value of just his image. So how much was it worth?

Jacksons' experts said it was worth $2,100. (no, not a typo... two thousand dollars)

The IRS came back and said $435 million (also... not a typo).
..beat it ♪ ♫ ♪ ♫ ♫ ♪
How did the 8-year battle turn out? Who won?
(oh... and he died in 2009. This case JUST settled in 2021. That's one heck of a fight.)

♫ ♪ ♪ ..beat it ♪ ♫ ...beat it

♫ ♫ ♪ ♫ ♪

♫ ♪ ♪ Beat it. beat it.
♫ ♪ ♪
..beat it ♪ ♫ ...beat it ♫ ♪.

♫ ♪ ♪ ♫ ♪ ♪ ♫ ♪ ♪

♫ ♪ ♪ Beat it. beat it. ♫ ♪ ♪
..beat it ♪ ♫ ...beat it ♫ ♪

♫ ♪ ♪ ..beat it ♪ ♫ ...beat it Battle of the Experts
The Estate of Michael Jackson: Battle over the Value of
♪♫ the King of Pop's Image ♫ ♪ ♫ ♪ ♫ ♪
Jackson's experts said it was worth $2,100. (not a typo...). The IRS came back and said $435 million (also not a typo).
...beat it...beat it ♫ ♫ ♪
How did the 8-year battle turn out? Who won the tax case? What was the Court's final valuation of the King of Pop's image?
17 years since his death, 5 years since the tax case. It's time for an update.
..beat it ♪ ♫ ...beat it ♫ ♪

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How can we help you? Not sure? Book a free consult.

Need a document notarized? Do it online Any time. Any day. From anywhere.
get more info
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