Cassady SchillerServicesBusiness Consulting

Business Consulting

Our professionals go beyond traditional services like tax, accounting and business valuations. We provide consulting services designed to promote the continuation of business and ongoing personal success. As we better understand your business and your objectives, we can apply other areas of expertise to assist you.

Mergers & Acquisitions

At Cassady Schiller, we have assisted many of our clients in acquiring and selling their businesses. With our expertise in financial reporting, taxes and business valuation, we are able to analyze all pertinent information to determine the best method of buying, selling or merging a business.

    • Purchase Negotiations
    • Due Diligence
    • Purchase Price/Sale Price Allocation
    • Tax Structuring and Allocations
    • Financing and Equity Consultation

Succession Planning

Simply because several family members are part of a management team does not ensure the business can survive for more than one generation. Planning for succession once the family leader retires or suddenly passes away helps ensure the family business has the stability and financial resources to survive. Because Cassady Schiller specializes in all aspects of closely-held businesses, we can apply our knowledge and experience in helping you plan for the future.

    • Golden Handcuffs
    • Transferring Ownership
    • Positioning Sale
    • Funded and Insured Buyouts
    • Negotiations
    • Financial Pro Formas
    • Buy/Sell Agreement Consultation
    • Generational Transfer Planning

Business Consulting

    • Budgeting
    • Lender Facilitation
    • Acquisition/Disposition of Business
    • Buy/Sell Agreements
    • Litigation Support and Expert Testimony
    • CFO/Controller Recruiting
    • Financial Pro Formas

Compensation Planning

    • Long-Term Incentive Plans
    • Phantom Stock
    • Bonus Plan Structuring

We provide consulting services designed to promote the continuation of business and ongoing personal success.