Southeast Business Advisors has a professional staff with many years of experience in various aspects of business needs. A few of the areas of expertise are cited below:

• Preparing your Business for Sale -is your business ready for sale and, if not, how do you make it “market ready”?


• Business Plan – do you have one? What will be its use? How in depth should it be? What should be covered and how briefly or extensivly?


• Exit Planning - retirement, illness, or just fatigue. There are many good reasons businesses are put up for sale. Do you have a plan?


• Succession Planning – do you want your family or heirs to take over your business, how would this be accomplished, and what are the tax implications?


• Buy-Sell Agreements – death or infirmity of a partner(s), disagreements, introduction of new partners are some of the reasons to have a buy-sell agreement.


• Business Valuations – what is your business worth and how should it be priced? How can its value be maximized?


• Business Appraisals - there is a difference between a valuation and an appraisal. Which do you need and what will be its use?


• Equipment Appraisals – not a task for amateurs. It takes an expert with a great deal of experience and access to dozens of esoteric databases.


• Mergers and Acquisitions – those who fail to plan, plan to fail. How do I solicit potential buyers and evaluate their offers?


• Environmental Assessments – do you need one? Where do you go to get one? How much will it cost? Do you need a Phase I (or II or III)?


• 1031 Exchanges – there are many rules and rigid deadlines, but also many advantages of proper planning and execution. You need an expert.


• Income Tax Strategies – whether forming an “S” or “C” corporation, an LLC or LLP, or having a sole proprietorship, they all have tax consequences.


• Legal Counsel – we are not a law firm but do have significant contacts with attorneys specializing in all the various aspects of business and tax law.


• Accounting Considerations – what are the advantages, costs, proper systems and software of accounting in-house vs. using an outside accountant or CPA?


• Disaster Planning and Recovery – physical disaster or economic disaster, know your options from off-site storage, off-site servers, to SBA assistance.


• Improving Cash Flow – are you using your cash flow properly, how can it be improved, could payables and receivables be better managed?


• Better Inventory Management – are you using the more modern buying techniques, keeping inventory low at year end, change in accounting method?


• Leasing vs. Buying – there is probably only one “best” way to acquire new assets. How do you make this assessment?