Walter & Shuffain, P.C.
Certified Public Accountants & Business Advisors
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If business challenges are blocking your view of profitability and growth, then you need consulting services from Walter & Shuffain.
We leverage proven experience and expertise in launching, growing and managing operations and business functions that consistently exceed objectives - and help clients achieve a greater level of long-term success.
W&S provides business planning, business transaction and succession planning services. Our expert advisors will bring to the table knowledge of your specific industry, an understanding of your competitors and the business solutions you will need to establish—or re-establish—your business as an industry leader.
Whether you are starting a new venture, or looking to improve the performance of your existing business, let W&S show you the right perspective.
Many organizations have the technical expertise, the marketing strategies, and the vision needed to drive future financial success. But without a strong framework to support these endeavors, the potential for failure is greatly increased.
Walter & Shuffain's business planning services provide the structure needed to help ensure your company's success. Whether you are attempting to secure financing, exploring investment options, or looking to put a succession plan in place, our business consulting team can help you prepare a detailed business plan describing your current operations and future business prospects and plans.
From comparing the company's financial ratios against industry standards to preparing easy to understand presentations, W&S will help develop an analytical reporting package that fits your needs. We are equipped with comprehensive information on industry trends and the business issues that identify potential risks to your organization. Processes such as Return on Investment (ROI) studies, break-even analysis, pricing models, and flowcharting processes enable our business planning services team to develop a plan to assess the company's success.
W&S Business Planning Services leverage the knowledge gained to help your business improve performance.
Whether you are buying or selling, the sale of a business is one of the most important transactions you will ever face. Make sure you have the experience and knowledge of Walter & Shuffain looking out for your best interests.
Our team of experts provides comprehensive management advisory services on merger/acquisition transactions, succession planning, and tax planning services. Our professionals stay on top of the laws, rules, and regulations in order to structure and document transaction to creatively achieve the optimum tax results, risk management, and asset protection consistent with your business objectives.
W&S advisors are dedicated in providing you with the highest quality of services to ensure that you meet your business's objectives. We offer the value knowledge base that comes from years of successful experience specific to business transactions.
We work closely with each of our clients, gaining a keen understanding of their business and personal objectives. This knowledge enables us to provide valuable advice as clients are faced with major financial transactions.
Success today is a day-to-day, minute-to-minute challenge that requires a powerful vision, a sharp focus and an unwavering commitment. Most small business owners are too busy to give much thought to developing a plan for who will take over their business in the future.
When you make the decision to step away, an effective plan for the transition of your business to your successors is critical to ensure the continued success of the company. With a solid background in tax and other financial matters, our succession planning experts will address the complex issues of business continuation and assist you in developing a strategically sound plan.
The professionals at Walter & Shuffain utilize their extensive knowledge and experience in developing plans that offer the greatest benefit to the business owner as well as the company. We strive to minimize the tax consequences, while continuing to meet the personal desires of each client.
Succession planning is dynamic. We follow up with annual reminders to review your plan and revise it based on changes in circumstances, such as retirement, an illness, a son or daughter entering the business, or a change in marital status.
If you wish you could stop wondering if and how your business will continue without you there then take a look at our business succession planning services. We can suggest many courses of action to provide assurance that your business will enjoy a smooth continuance and that your heirs and business associates will be well protected.