Mergers & Acquisitions
Your privately held business is one of your most valuable assets, and opportunities may arise to monetize that asset through a sale, a capital infusion from an investor, a strategic merger, or an initial public offering. The WEC M&A consulting team can help you structure those agreements in a tax-efficient manner, ensuring you exit with the financial rewards you deserve.
Sometimes you need to know how much your business is worth to accommodate buy-sell agreements, shareholder and marital disputes, estate and gift tax returns, and succession planning. Our business valuation experts (credentialed as Accredited in Business Valuations by the AICPA and as Certified Valuation Analysts) have the experience to provide valuation reports supported by rigorous analysis and informed judgment, and to defend their appraisals through IRS scrutiny and courtroom cross-examination.
In cases relating to shareholder disputes, commercial litigation, matrimonial and trust litigation, and fraud investigations, attorneys often need an expert witness to provide testimony on tracing of funds, determining economic damages and lost profits, and other accounting-related matters. Our litigation support specialists can provide assistance at each stage of the litigation process, from the gathering of evidence through settlement negotiations to expert testimony in court.
Corporate Executive Investment Benefits
Many corporate executives find they need help maximizing the value of their stock compensation plans. Our team of advisors analyze the executive’s stock compensation plans including RSUs, PSUs, ISOs, and NQSOs to help determine the best time to exercise options or sell positions taking into account the value of the stock, tax consequences, diversification needs, and overall financial goals.
Business Structuring and Strategic Planning
Must successful business owners know that there are several points throughout the life cycle of a privately-held business at which strategic guidance is invaluable. The WEC team of business consultants work closely with clients to help them consider alternative possibilities and long-term strategy in the moments that matter most, including initial organization of a new business venture, restructuring opportunities for an existing company, and helping you plan for the most important financial event in your life: the sale of your business.
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e:countable: Virtual Office Services for Businesses
As a business owner, you understand the importance of having a bookkeeper, CFO, and/or accountant on your team, though those resources may not always be available in-house. Our subsidiary e:countable is a team that seamlessly integrates with your existing infrastructure to provide a full range of professional outsourced accounting services for small and mid-sized businesses. Not only do these services help mitigate the risk of fraud, but they pave the way for your business to operate with a level of sophistication formerly available only to large companies.
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Estate & Financial Planning
Leaving a financial legacy for the future generations of your family is important to you, and it is crucial that you make the best decisions when it comes to estate planning. Through periodic review, our consultants can help you take a critical look at the structure of your estate plan and lead you through strategic recommended changes as needed to incorporate life events and tax law changes. We stay involved, providing advisory services regarding lifetime gifts and working with your executor on any required estate tax returns, fiduciary income tax returns, and probate court accounting filings. Only by first listening to you and learning about your goals and desires can we help you develop the plan to get there.