business consulting

Strategy and Guidance

Businesses operating in today’s environment face unique and constantly changing challenges. Our partners specialize in guiding you through the life cycle, from start-up stage all the way through to sale or succession.

We’ll offer you guidance on how to boost profits, secure financing and run your operations more efficiently.

Our Services include:

• Mergers and acquisitions
• Business valuation
• Financing
• Forensic accounting
• Insurance review and recommendations
• Start-up assistance
• Estate and retirement planning
• Internal controls
• Benchmarking

Mergers and Acquisitions

Vision and Experience to Succeed

Today’s mergers and acquisitions are enhanced by the guidance and interaction of an educated accounting team. Hertz Herson will work with you throughout the process, helping navigate the complexities of negotiation, structure, tax implications, due diligence, transactional acquisition, and post-transition.

Our mergers and acquisitions services include:

• Develop an appropriate strategy and implementation plan
• Due Diligence, financial and tax
• Structure and guide the negotiation process
• Implement a strategic tax plan for the transaction event
• Advise after the deal is completed to ensure efficient transition
• Our professionals focus on the most critical elements of the transaction in a highly prioritized manner

Strategic Planning

Vision and Experience to Succeed

Hertz Herson will guide you to the next step of your business evolution, whether it is a strategic direction, operating goal, or succession planning; we provide the professional objective perspective.

Our strategic planning services Include:

• Business strategies
• Financial and estate Planning
• Succession planning
• Compensation, benefits and incentive planning
• Business forecast models
• Incentive compensation
• Strategic tax planning