Business Advisory

At Smoak, Davis & Nixon LLP, we work hard to understand your business as well as bring our specific industry knowledge to the table to help you manage and grow your business. Industries and businesses where we have specialized knowledge are as follows:

Automotive & Equipment Dealerships
Commercial
Construction Contractors
Family Owned Businesses
Financial Institutions (Including Credit Unions)
Not-for-Profits (Associations, Clubs, Foundations, Hospitals)
Not-for-Profits (with federal and state awards under Government Auditing Standards)
Professional Services Firms
Property Management & Real Estate
Retail

Utilities
Wholesale

We also provide succession planning, mergers & acquisition strategy services:

Our succession planning and merger & acquisition strategy services focus on helping closely held businesses plan leadership transitions. We understand that when expectations are clear in advance, there will be less disruption to your business and less turmoil for owners, employees and family members. Thorough succession and merger & acquisition planning produces smoother transitions. Key issues include:
- Buy / Sell Agreements
- Cost Segregation Studies

- Deal Structuring

- Entity Structure Review and Advisement

- Exit Strategies
- Maintaining Liquidity
- Minimizing Estate & Capital Gains Taxes
- Retaining Key Employees
- Structuring Ownership & Control
 

Please contact one of our partners for more information.