At Lara & Weidman Forensic CPA’s, P.A. we provide the direction that leads to the realization of our clients’ short- and long-range objectives. As financial advisors to our clients, we are instrumental in such processes as:
Our close relationship with our clients provide us the opportunity to assist them in determining where their organization is in relation to its industry and local competitors, and to develop strategic initiatives to achieve their goals.
Emerging Business Development:
Becoming business owners for the first time presents many challenges, from deciding the most advantageous corporate structure, to developing appropriate financial record keeping procedures and evaluating computer systems, to negotiating business loans and vendor contracts. Lara & Weidman Forensic CPA’s, P.A. is there every step of the way, making sure that our clients’ objectives are met.
Equity and Debt Financing:
One of the most challenging endeavors for business owners is to establish appropriate financing for the business. With over 15 years of experience in this arena, Lara & Weidman Forensic CPA’s, P.A. will assist you in identifying and evaluating your financing options to find the one most suitable to your needs. We work as a mediator between the lender and our clients insuring the application is completed timely and that terms are adequate and reasonable.
Pre-acquisition Due Diligence:
Our clients seeking to expand or diversify through acquisition of existing businesses find Lara & Weidman Forensic CPA’s, extensive valuation and forensic accounting experience extremely beneficial in identifying the opportunities and pitfalls of potential transactions. Specializing in valuations, our firm’s Certified Valuation Analysts are trained to efficiently assess business operations from both an environmental and financial standpoint and to evaluate synergies of current management styles as well as potential impacts of planned changes.
Lara & Weidman is dedicated to helping our clients achieve their goals. Working closely with every aspect of their business, we are intimately familiar with our clients’ long-term objectives. Recognizing that proper succession planning requires pinpointing the most advantageous time to transition ownership, we are constantly identifying and assisting clients in evaluating opportunities for the future.
Whether developing gifting strategies which will minimize tax implications or identifying initiatives to maximize the selling price of the business at a future point in time, you may rest assured that while you concentrate on daily operations, Lara & Weidman Forensic CPA’s are concentrating on your future.
Operational Efficiency and Overhead Analysis:
An Operational Efficiency and Overhead Analysis is a comprehensive review of an entity’s structure, compliance and reporting relationships, workload requirements, and activity assignments to identify more effective uses of manpower.
The objectives of such an analysis include the following:
- Define goals of management, short- and long-term.
- Enhance management’s accountability and control by streamlining the organization.
- Improve organizational effectiveness by focusing activity on high value functions.
- Increase organizational efficiencies through the elimination of redundant processes, policies, and procedures.
- Utilize office automation technologies to improve organizational performance.