• Entity Structure Review and Selection
  • Entity Legal Document Review
  • Deal Analysis and Negotiating
  • Mergers, Acquisitions & Dispositions Support
  • Raising Capital
  • Debt Covenant Negotiating and Monitoring
  • Debt Restructure
  • Buy/Sell Agreement Review
  • Lease Negotiations
  • Investment Planning and Goal Setting
  • Cash Flow/Working Capital Analysis
  • Budgeting
  • Risk/Liability Management
  • Succession /Transition Planning
  • Family Office Consulting
  • Retirement Planning
  • Investment Planning
  • Business Planning /Business Plan Documentation
  • Cost Segregation Studies/Purchase Price Allocations
  • Lease vs. Buy Analysis
  • Goal Setting
  • Insurance Planning
  • Compensation Planning
  • College Funding
  • Review of Wills and Estate Documents
  • Marriage & Divorce Planning
  • Hiring/Training of Administrative/Accounting Personnel
  • Financial Education

The Rest of the Story

Most clients come to us for our Tax and Accounting services, but they stay with us for our Advisory work because built into this service line is all the “stuff” that we do that people wind up saying, “I had no idea you did that!” Because we know so much about the financial health of our clients’ businesses and family situations, we can proactively identify other needs such as estate planning or raising capital, or we can more effectively strategize for deal negotiating or liability planning. From obtaining bank loan financing to quarterbacking difficult family conversations, ATKG has a strong track record of being our clients’ trusted advisor.


It Takes a Village

ATKG cares about you and your business; your success is our success.   As experienced and talented as our team is, we don’t always have the specialized expertise you need to fully satisfy your needs. The great news is that we know who does. ATKG’s incredible network of bankers, attorneys, and other advisors are not only experts in their fields, but they have gotten into our network because they also care about their clients.


Partnering for Success

We know from experience that working on your business is often harder than working in your business. We can help you take that step back to see the forest. Contact us.