Today's CPA is involved in more than financial statements and tax returns. Expansion and new services allow Denman & Company to assist our clients on everything from business financing to estate planning, from mergers and acquisitions to information technology consulting. We build strategic business relationships with our clients, not just the ability to do year-end financial statements and tax returns, but a wide range of services including budgeting, financial modeling, marketing, new product studies and more.
BUSINESS VALUATIONS
A Business Valuation uses third-party objectivity to determine the worth of a business, when required by law for equitable distribution - for example in buying or selling a business, shareholder dispute, divorce or death of an owner. A valuation substantiates a company's worth by setting values for all tangible and intangible assets. A multidimensional examination of the business is performed, including a thorough review analysis and interpretation of pertinent tax, financial, economic and industry data.
Denman & Company personnel have achieved industry accreditation as Certified Valuation Analysts. This professional certification verifies their status, knowledge and experience in valuation methods used when determining fair market value of your company. Valuations are useful in many situations including litigation, bankruptcies, allocation of values, mergers, acquisitions and sales and estate and business planning.
MERGERS AND ACQUISITIONS
We provide merger and acquisition services, including valuation of acquisition targets, valuation of merger candidates for stock exchange purposes and counsel for preparation of candidates for sale. Our services include business forecasts, targeted searches, locating the right buyer or seller, business valuation and structure, obtaining financing, taxation and due diligence.
WEALTH MANAGEMENT
Denman & Company provides objective and intelligent advice to help you maximize your current assets, preserve them for the future -- and enjoy life more fully today. Our wide spectrum of services assists in coordinating your business decisions with your retirement and estate planning goals.
ESTATE PLANNING SERVICES
Denman & Company wants to help you protect your assets for yourselves and your heirs. We cover everything from working with your legal counsel and investment advisors to ensure you have a will, to making the most of your wealth by minimizing transfer taxes and providing equitable distribution of assets to your heirs. Areas of consultation can include will review, estate liquidity analysis, property ownership considerations, probate and administration, federal estate tax issues, state tax issues, estate tax planning strategies, inter vivos and Testamentary trusts.
RETIREMENT PLANNING SERVICES
You need to know if you are putting away enough funds now to live in the lifestyle you desire once you retire. Denman & Company will help you formulate a plan that fits your needs. Look to us to provide the thoroughness and accuracy you would expect from certified public accountants. Our specialists have in-depth training and comprehensive understanding of all applicable laws and regulations. In addition, we have the knowledge and expertise to integrate tax planning into every aspect of your financial plan, including:
