Advisory

You Had Me at Advisory

Most clients come to us for our Tax and Accounting services, but they stay for our Advisory work. This service line is the secret weapon to building a legacy, not just a business. Because we understand both the business and personal aspects of our clients’ situations, we go beyond compliance needs and identify other strategic opportunities ranging from estate planning and educating the next generation to risk mitigation and liability planning to help protect what our clients’ have built. From obtaining bank loan financing to quarterbacking difficult family conversations (yes, we will say the thing that everyone else is only thinking), ATKG has a strong track record of being our clients’ trusted advisor and strategic partner.

We Play Well with Others

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 stacked network of bankers, attorneys, and other advisors are not only experts in their fields but are part of our network because they also care about their clients.

Business Continuity & Contingency Planning
  • Entity Structure Review, Selection and Legal Document Review
  • Business Planning or Business Plan documentation
  • Deal Analysis and Negotiating
  • Debt Restructure, Covenant Negotiating and Monitoring
  • Lease Negotiations
  • Cash Flow or Working Capital Analysis, Budgeting and Forecasting
  • Risk and Liability Management
  • Cost Segregation Studies or Purchase Price Allocations
  • Lease vs. Buy Analysis
  • Goal Setting
  • Industry Metric Comparison Analysis
  • Compensation Planning

Transition & Succession Planning
  • Estate Planning
  • Review of Wills and Estate Documents
  • Personal Financial Planning
  • Investment Planning and Goal Setting
  • Succession or Transition Planning
  • Retirement Planning
  • Insurance Planning

partnering for success

We know from experience that working on your business is often harder than working in your business. We also know that you have many options when it comes to an accounting firm and believe that you should expect more. You can expect us to ask insightful questions, not stop at easy answers and genuinely care. We are prepared to help you with today’s immediate needs and planning for tomorrow. We are ready to partner with you, so contact us and we’ll get started enhancing your prosperity.