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Financial Consulting

How We Help You

Organizations are faced with complex financial decisions and situations requiring expertise beyond the capacity of their internal resources. You may be considering an acquisition or divestiture, considering going public, or restructuring to position your organization for continued growth. Freed Maxick’s Financial Consulting Services professionals deliver the specialized, objective financial advice you need to clearly understand your options, opportunities and exposure.

Bank Financing Assistance

We can assist you in your efforts to secure financing to fund current operations, an expansion, or restructuring existing facilities. We have close working relationships with regional and national banks and lending institutions. These institutions include non-regulated asset-based lenders and finance companies that are able to provide more assistance alternatives than traditional lenders.

Strategic Planning

Freed Maxick has a team of experienced professionals ready to assist you with long-range strategic planning, including developing a realistic set of action steps to execute on that plan. We help your organization focus on the most important issues and generate consensus on how to move forward. To do that, our consultants use a unique planning process that will help you determine what you want your organization to look like in the future, optimize your potential in the right markets, organize internally to meet the challenges of the future, overcome operational challenges, and meet and exceed growth and profit goals.

Succession Planning

The Freed Maxick team has extensive experience with owner-managed businesses, making us an ideal advisor during this time. We understand family and organizational dynamics and can enable a smooth planning process aimed at optimizing outcomes for stakeholders.  

Our process begins with analyzing the complexities of your business—including family and employee stakeholder interests, management succession needs, shareholder expectations and potential tax liabilities. We develop goals and objectives for your business and your family moving forward. Your transition plan includes any modifications that can be made to various aspects of the business (management, ownership, tax structure, governance, etc.) to improve your position. And we devise a timeline for the transition process that will allow your successor to assume leadership gradually.

Wealth Management

Estate and gift transfer taxes may be the largest single tax expense your family will ever face. With transfer taxes running as high as 55%, you could lose more than half of what you’ve saved in your lifetime.

It is never too early to plan for your retirement and your family’s future. We know the opportunities available to you – at all stages of your life.

Freed Maxick can help with your lifelong wealth management plan by not only minimizing estate and gift taxes, but also proactively protecting your assets in many other ways. Let us help you manage your resources now while you are in a position to effectively control them, so you can enjoy your retirement and provide reassurance to your heirs.

It is never too early to plan for your retirement and your family’s future.

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Your Experts

Mark A. Stebbins, CPA

Director

Sanath Rajapakse, CISA

Director

Are you looking for Financial Consulting Services from a New York CPA firm?

If so, simply fill out the form below or call us at 716.847.2651 for more information.