Business Solutions

Business Brokering

If you are looking to buy or sell a business, use our networking capabilities to make the search easier. Don’t spend too much time and money trying to do it yourself– we have the resources and knowledge to help you find a great deal. We have multiple Certified Valuation Analysts on our team that can provide you with an Business Valuation and make sure you are setup for a successful future.

If you are considering selling your business, the Thaney team knows what buyers look for, and how to highlight what in your business is most attractive to them. Because a valuation is all about timing, we’ll evaluate a variety of timing-related factors. What is the competitive landscape? How attractive is the industry, what is the growth potential? Are there any economic or regulatory threats? We will research the industry and your business– not only to determine the strengths and strategic value, but also to pinpoint the areas for improvement that will maximize the selling price.

So you’ve decided you want to look for a business to buy. But you’ve got questions. Like how to go about finding a solid business that’s right for you? When you find a business you’re interested in, how do you determine what it’s really worth? We can help identify your best opportunities and provide all the information you need to make the best possible decision.

Whether you’re looking to buy or sell, you’ll find Thaney & Associates, CPAs business brokering services will simplify the whole process. We exercise due diligence on both sides, making the information-collection process much quicker. We have access to the materials you’ll need as either a buyer or seller. And using our network, we will be able to facilitate meetings between potential buyers and sellers simply and seamlessly.

Business Valuations

A valuation requires professional expertise and judgment. There are many reasons to evaluate the worth of your business–you may be looking into selling; you may want to reduce the risk of audits and penalties on your estate or save your heirs from tax liabilities; you might even be trying to expand your business, and securing a loan is easier if you know its true market value. Whatever the reason for the valuation, Thaney & Associates CPAs, P.C. has the experience you need to determine the most beneficial value possible for your business.

Mergers & Acquisitions

For most business owners, the sale or other transition of their business is the single most important, and perhaps the largest, financial event that occurs in their lifetime. Unfortunately, most owners don’t have an exit strategy for their business. And selling at the wrong time or without the right information can substantially lower the market value of the business. Whether your motivation for undertaking the merger or acquisition process is based on your desire to retire or succession concerns, the diversification of your assets, your desire to expand your capital, or the need for larger markets, Thaney & Associates CPAs, P.C. has the game plan for your organization.

We can assist you in all areas of stock or asset sales, mergers, or acquisitions. Our highly experienced merger & acquisition specialists provide insight and strategies on such matters as:

When is the right time to sell?
Should all or part of the business be sold?
Is the company ready for sale, or should the focus be on building value for a future sale?
Our merger/acquisition experts make a complex process simpler for you.

A merger or acquisition can be an exciting time. The sale or other transition of your business may be the single most important, and perhaps the largest, financial event in your life. Unfortunately, like most business owners, you probably don’t have an exit strategy. And selling at the wrong time, or without the right information, can substantially lower the market value of your business.

Whether you’re motivated by a desire to retire, by succession concerns, the diversification of your assets, a desire to expand your capital, or the need for larger markets, we’ll design the right game plan for you. We understand these complex motivations and the unique set of challenges each business sale or merger presents. There is no precise formula for timing the sale to maximize shareholder value. Although every business has assets, some are more immediately obvious than others. Reasons for selling or merging are not always clear. We make it our business to fully understand you, your culture, performance, market segment and potential. With our detailed knowledge of the process, we take everything into account to position you to bring the highest value for your business.

You may not be qualified to judge what your business is worth, but our business valuation experts are. There are many reasons to evaluate the worth of your business. You may be looking into selling or arranging a buy-sell agreement. Or maybe you want to reduce the risk of audits and penalties on your estate or save your heirs from tax liabilities. You might even be trying to expand your business, and securing a loan is easier if you know its true market value. Whatever the reason for the valuation, Thaney & Associates CPAs, P.C. has the professional expertise you need to determine the most beneficial possible value for your business.

The 4-step Thaney & Associates CPAs, P.C. buy-sell valuation process begins with restating your financial statements, followed by a management structure review, evaluation of process systemization and finally, a review of your team composition and potential for profitability improvement.

What if you’re selling a business? It can take a very long time to sell a business, sometimes years. We can put you in contact with a qualified buyer, to expedite the entire process for you.

Whether you’re looking to buy or sell, you’ll find Thaney & Associates CPAs, P.C. business brokering services will simplify the whole process. We exercise due diligence on both sides, making the information-collection process much quicker. We have access to the materials you’ll need as either a buyer or seller. And using our network, we will be able to facilitate meetings between potential buyers and sellers simply and seamlessly.

New Business Venture Planning

So you’re thinking that you’ve discovered a can’t-miss business opportunity. Well, did you know that you have better odds for success at the tables in Vegas than you do in starting a successful business? So now you’re thinking, “What do I do?” Don’t do anything until you call Thaney & Associates CPAs, P.C. for answers. Working with us in the beginning stages of developing your business dramatically increases your odds of long-term success. From creating a business plan, to deciding what type of entity will best suit your needs (S Corporation? C Corporation? LLC?), to finding the right people to help you with financing, payroll services, etc. Thaney & Associates CPAs, P.C. accountants are experienced in helping you get your new business up and running, and moving in the direction that you have envisioned.

Business & Financial Planning

Helping you work ON your business not IN it is our goal when we help you plan for your business. After all, why did you go into business in the first place? Independence? More money? A better lifestyle with more free time? Greater challenge? Or a more secure future for your family? However the reality has become long hours, stress, greater risks, more responsibilities and less time with your family.

A Thaney & Associates CPAs business plan can help you get your business on the right track so you can enjoy the freedom you deserve. And have the opportunity to grow your business rather than just maintain it.

Like most people, when you start thinking about improving your financial situation, you probably think, “I have a good salary, I pay my bills on time, I do my taxes, I have insurance– I’m handling my finances pretty well– spending time and money on financial planning isn’t worth it for me.” In fact, time spent developing and implementing a well-researched and sound financial and estate plan can mean the difference between doing just pretty well for now and doing extremely well for the long-term– yielding:

More money for you and your family
Better preparation and flexibility for life changes
Increased protection against mistakes and unexpected circumstances
This is where Thaney & Associates CPAs financial and estate planning experts can help. Providing peace of mind by ensuring your best odds of permanent wealth and comfort. The Thaney & Associates CPAs approach to financial success is the result of a multi-step planning process:

Set achievable financial and personal goals
Assess your current financial health by examining your assets, liabilities, income, insurance, taxes, investments and estate plan
Develop a realistic, comprehensive plan to meet your financial goals by addressing financial weaknesses and building on financial strengths
Put your plan into action and monitor its progress
Revise your plan to accommodate changing: goals, personal circumstances, financial opportunities market and tax laws
It’s a planning process that requires skill, knowledge, diligence, and discipline. Tools you might not have, but Thaney & Associates CPAs experts do. And, with a little help from you, together we can help you reap great rewards that will make the end result well worth your time and effort. View the Financial Planning FAQs.

Wouldn’t it be nice if your financial future were set and all of the pieces just fell into place and required no effort on your part? The first step in that direction is to choose the right financial planner. A planner with the insight and knowledge to help you define the best plan possible. That’s where the estate and financial planning experts at Thaney & Associates CPAs can help.

Financial planning by leveraging our experience to help you find the right advisor, we may not be able to completely remove you from the process, but we’ll do the best that we can to make it as painless as possible. It starts with giving you an accurate picture of your financial situation. With this picture, you will be able to make decisions that benefit you most, so that you can obtain your financial goals.

Plan on not working forever,
personal financial planning involves several steps, each one key to ensure that the plan succeeds. It starts with evaluating your current situation, then setting goals, developing the best possible plan and then implementing and monitoring that plan.

In evaluating your current situation, you are determining your net worth. If it’s less than you may have thought, we’ll look first at your spending habits, then help you formulate a budget that works for you and allows you to stay on top of your finances so that you can set attainable goals for yourself.