Advisory Services

At Narod and Company we prioritize relationships with our clients. We believe working closely together delivers the best advisory services while adding long-term value. This includes assuring the solidity of financial records, evaluating financial procedures, and working to produce strategies that help you face the myriad challenges of business planning and execution.

Our team members are trained to give an objective analysis to assist in controlling costs, increasing efficiency and implementing new technologies and procedures.

We understand how often changes take place within accounting standards and tax law and will work with you to make sure your business is adapting to these shifts. Having experience across industries, we have the information and tools that drive success for your business.

Our advisory services include but are not limited to:

Entity Selection And Restructuring

The proper entity selection will allow business owners to avoid risking personal liability and to minimize taxes due.

Accounting Software Selection, Implementation, and Support

Making sure you select the right technology software for your business is important. With over three decades of experience, we have seen the transition of accounting software and know which ones work best for every type of business. Our professionals will be there not only to help select and implement new technologies while being there to support your team. Whether that means problem-solving or guiding you through new technology.

Financial Projections and Forecasts

Planning for the future is important. We’re dedicated to providing you with prospective financial statements that present, to the best of our ability, your expected financial position. Because Narod and Company works closely with your business, we’re able to understand you and create accurate projections and forecasts that provide valuable insight.

Mergers, Acquisitions, and Sales

Narod and Company has expertise in identifying calculated growth opportunities for your business through mergers, acquisitions, and sales. We recognize and understand the importance of evaluating concerns and risks while going through these processes. Our team will help you understand and mitigate unanticipated risks throughout the process. Even once complete, our team will be there for you to rely on for tax services. Due diligence is a top priority when it comes to mergers, acquisitions, and sales. We make sure the decisions we make for you and your business are aligned with your financial and professional goals.

Business Succession

Planning what will happen to your business after retirement requires a series of logical, financial decisions. We believe having a plan is the best way to alleviate future stress and conflict, and our team is well versed when it comes to planning for the future. Our professionals will get to know you and your business to help put the best plan in place for your business.

Litigation Support

It’s common for businesses to face disputes that require legal action. Our team can be the support you need to prepare documents and perform any investigative actions required. The legal process can be daunting and confusing, but our professional team is here to help you navigate it.

Additional services we offer include:

  • Debt and Finance Advising
  • Financial and Retirement Planning
  • Transaction Structuring and Negotiations

  • Questions?

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