Advisory and Consulting Services

Proper planning is essential for growth and continuity in your business. We can assist you in your planning to help you reach your financial goals.

Advisory and Consulting Services

  • Business Planning and Growth Strategies
  • Cash Flow and Budgeting Analysis
  • Consulting Services
  • Fraud and Forensic Accounting
  • Management Advisory Services
  • Mediation Assistance
  • Mergers and Acquisitions
  • Operations Review
  • Projections and Forecasts
  • Retirement Planning
  • Succession Planning
  • Valuation Services for Business
Cash Flow and Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We assist you
in forecasting and evaluating your company’s financial condition, estimate financing requirements, and track cash-flow sources and uses.

Consulting Services

It is our goal to be able to help impact your success by providing consulting services when needed. Getting to know you and your business, and addressing business issues that may arise, will help keep you prepared for the future. Our CPA's can help you identify areas negatively affecting profitability and growth, and develop solutions that are practical and technically sound. Working together with management allows us to provide flexible and comprehensive strategies that address the issues affecting your business.

Fraud and Forensic Accounting 

There may be times when it becomes necessary for you to need our services for analysis, mediation, and expert witness testimony. Rest assured that we have staff that can help you in these areas of specialty. We have CPA’s that are Certified Fraud Examiner (CFE) and Certified in Financial Forensics (CFF).

Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. We can help your company’s management team develop long-term objectives and specific strategies to facilitate your business’ future growth and success.

Mediation Assistance

There may be times in your life that it is necessary for you to have a CPA assist you with mediation. We are able to provide mediation assistance for situations such as buy-sell agreements, merger and acquisitions, divorce and IRS representation.

Mergers and Acquisitions

Finding the right business partner for your company can be a difficult task. Our CPA's work with clients in many different industries including business services, manufacturing and healthcare. We

will assist you in the merger or acquisition process by assessing critical elements such as, tax considerations, product/service compatibility, competitive tactics and positions, financial impact, and cash flow considerations. At Dana F. Cole & Company, LLP, it is our intention to help you accomplish the objectives of your transaction, as well as, reach your long-term business and personal goals.

Operations Review

Are you questioning if your current procedures are valuable and necessary? Our CPA's can perform a review of your operation to determine if you need to change your current procedures or create additional procedures to keep up with the ever-changing business world. Change is not always easy, but it may be necessary.

Projections and Forecasts

As part of the planning necessary for your business or organization, we are experienced in projections and forecasts. It is an essential part of our services to analyze where you are and where you are headed based on present tax laws and potential future company decisions.

Retirement Planning

Retirement can be overwhelming. It seems so far away, but before you know it, you will be asking yourself "When can I retire?" Our goal is to work with you early to develop a plan that is in place before you need to count on it. Successful implementation and periodic review of your financial plan will provide guidance during your working years and throughout your retirement.

Succession Planning

What will happen to your business after you are no longer able to run it? Is the person in place that can take over? These questions can cause a great deal of stress in your life, but planning ahead can make a difference. We have assisted many clients who have successfully transferred their business ownership to family members or new buyers. We are conscious of the concern and sensitivity of this issue. At times there is not an easy answer, but we will continue to work with you to explore different avenues until we find the plan that is right for you.

Valuation Services for Businesses

There may be a time it is important for you to know the value of your business. A valuation establishes the worth of your business by setting values for all tangible and intangible assets, including real and personal property, debt and goodwill. We can provide a useful and objective analysis to assist you in the valuation of any business in which you have an interest.


You may need a valuation for:

  • Mergers and acquisitions
  • Buy-sell agreements
  • Divorce
  • Employee Stock Ownership Plans (ESOP)
  • Selling your business
  • Financing
  • Life insurance
  • Estate and gift tax planning
  • Litigation support

For whatever the reason, Dana F. Cole & Company, LLP is qualified to prepare your Valuation. We have CPA’s who have received the ABV (Accredited in Business Valuation) accreditation through the AICPA.