Business Planning & Advisory Services

Efficient business planning is the key to smooth sailing.

Too many business owners use intuition and guesswork to make strategic decisions. Our trained professionals assist with the design of customized systems that offer evidence-based, quantitative support for important decisions about integrated budgeting, cash flow, debt covenant, and other issues that can propel a business’ growth.

We make sure the business’ goal or mission is well defined and on course by analyzing the strategies that are being used to meet those goals. We help guide our clients in making important decisions vital to the growth of their business and help them drive their businesses into the future by providing analyses and an understanding of:

  • Budgets, Projections and Forecasting
  • Financing and Recapitalization
  • Insurance Options and Planning
  • Business Valuations
  • Buy-Sell Agreements
  • Intangible Assets and Intellectual Property Issues
  • Management Structure and Succession Planning
  • Gift and Estate Planning


QuickBooks Support

For millions of small businesses, QuickBooks is the de facto standard financial software. Bederson experts can help you to get the most of your accounting software system so you can maximize your financial analysis and reporting capabilities using key QuickBooks modules including accounts receivable, accounts payable, payroll and inventory, in addition to credit card and other useful features.


Succession Planning

Bederson is expertly equipped to provide guidance in the creation of a customized exit or succession strategy. With proper planning, we can help protect a greater portion of your assets and diminish the tax burden.

We work closely with clients on small and large matters, helping to minimize risk and maximize revenues and profits. Clients look to our highly trained professionals for advice, skills and our access to advanced technology that helps them gain deeper insights that lead to successful outcomes.