Brighter horizons with 20/20 foresight
We work with closely-held businesses, their owners and executives in many areas of tax and financial planning. Below are just some of the areas where the ORBA team can assist you.
Business Valuation Services
We prepare formal business valuation reports for income, estate and gift taxes, divorce and other purposes.
Value Enhancement Strategies
We deliver ideas for improving the profitability and cash flow of your business while mitigating risk.
Executive Compensation & Bonus Plans
The options for rewarding and retaining vital talent are many. We help you determine which options make the most sense for you, your business and your employees.
Business Plans & Financial Forecasts and Projections
A good business plan explains expected growth and forecasts future financial results. We help you articulate your plan, apply it to financial projections, and implement and update it over time.
Business Structure & Tax Planning Services
We assist with entity structure, transaction consulting, family wealth transfers and more. We help you understand your options and the tax implications, and then help you make and implement smart choices with confidence.
Benchmarks & Industry Comparisons
See how you measure up to your past results and industry high performers. We help you pinpoint areas for improvement to enhance strengths and mitigate weaknesses.
Comprehensive Exit Planning
Choosing the best exit strategy involves a careful assessment of your personal, family and business goals and circumstances. Price is important, but there are many other factors to consider.
We provide pre-transaction due diligence services to preserve and enhance business value by identifying and mitigating problems, as well as transaction due diligence.
Merger & Acquisition Representation
The sale or purchase of a business is an emotional, time-consuming and technically complex transaction. We partner with owners and their advisors to manage the total process, from clarifying goals through closing the transaction.
David M. Bowman
Maureen A. Callahan
Jeffrey L. Chiles
Eileen B. Cozzi
Seamus M. Donoghue
Barry J. Goldberg
Joshua D. Goldschmidt
Jeffrey R. Green
Kathy Z. Jeziorski
Jake S. McKinney
Colin D. O'Neill
Joshua T. Rincy
Larry A. Ruff
Gerald J. Santaniello
Justin L. Sylvan
Matthew E. Temple
Stephen P. Van Oss
Anita S. Wescott
Sarah M. Zambrano