Areas of Expertise
Business: Start-up, Management, Evolution, M&A, and Divestiture
Start-up
- Market Assessment
- Targeting
- Go to Market Strategy
- Acquiring
- Negotiation
- Closing
- Set-up
- Tax Planning, Compliance & Preparation
Management/Evolution
- Automation
- Benchmark
- Budgeting/Capital Budgeting
- Equipment Analysis
- Capital Budgeting
- SWAT Analysis
M&A
- Opportunity Analysis
- Valuation
- Negotiation
- Closing
- Integration
Divestiture (exit strategy)
- Valuation
- Identifying the most ideal buyers across multiple vertical options
- Negotiation
- Close Process
Personal: Finance Goals, Budgeting, Emergency Fund, Planning for Fun!, Lease vs. Buy Decision Making, Taxes
Finance Goals
- Setting up Finance Goals no matter what they are: striving for homeownership/saving for children's' collage/improving your credit/paying down loans/saving for retirement.
- Setting up a personal budget - for short-term and long-term, and understanding how to learn from it.
- Compounding: Is it working against me or for me?
- How much do I need in my Emergency Fund?
- Do I have a fund set up so I can experience life?
- Should I Lease or Buy?
- Tax Planning
- Tax Preparation and Filling
You want the winning talent and expertise of the Katz and Katz CPA's on Your Team!
Ethical solutions/Proven, successful results/ over fifty collective years of thriving experience personalized for you and/or your business!