OpenBooks Logo

Services

Business Advisory

Driving Strategic Growth Through Expert Insights

We offer advisory services in may sectors by providing recommendations or opinion, whether in written or report form or provided verbally, that are intended to influence people or company to perform better and efficiently.

Audit & assuranceAudit & assurance

Comprehensive Business Advisory Services

Our Business Advisory Services provide expert recommendations across various sectors to enhance performance and efficiency. We offer guidance in key areas, including business transactions, succession planning, forensic accounting, and valuation. Our insights, delivered in written reports or verbally, aim to influence organizations and individuals toward better outcomes.

Business Transactions

Navigating the purchase, sale, divestiture, or merger of a business can be complex and requires skilled professionals. At UAF, we specialize in facilitating smooth transactions by collaborating closely with your attorney throughout the process.

Our experienced team has participated in hundreds of transactions, offering comprehensive support that includes identifying suitable buyers or sellers, conducting feasibility analyses, and valuing the transaction. We also perform due diligence, assess quality of earnings, provide input on deal structure, and prepare necessary financial documentation. Additionally, we evaluate tax implications and structuring, assist with post-transaction integration, and offer pre-sale planning for value creation and tax strategy.

With our expertise, we ensure that all aspects of your business transaction are handled efficiently and effectively.

Business Succession Planning

Successful business succession involves creating a plan that addresses both management and ownership transitions. It’s essential to ensure the business remains viable and maximizes its value while considering tax implications and retirement goals. Developing a capable management team is vital for providing stability and direction as leadership changes.

Equally important is the transfer of ownership, which may represent a significant asset for the owner. Options for succession include passing the business to heirs, selling to management or employees, or finding an unrelated third party buyer. A clear succession plan helps secure the business's future and supports its employees during the transition.

Forensic Accounting

Fraud and dishonesty can lead to significant asset loss for businesses, whether caused by dishonest employees, fiduciaries, business partners, or external scams. Unfortunately, fraudulent activities are increasingly common, impacting everyone from business owners to consumers. While fraud is legally defined and requires court conviction, UAF has experience in investigating suspected fraud, providing valuable evidence to support legal proceedings.

UAF offers two primary services in this area: fraud prevention and fraud detection. In fraud prevention, we assess your current accounting and business controls to ensure they effectively safeguard your assets, making necessary improvements where needed. For fraud detection, we conduct thorough examinations in areas suspected of fraudulent activity, gathering evidence to identify the opportunity, rationalization, and pressure that lead to fraud while quantifying any resulting losses.

Valuation

Valuing your business, business interest, or intellectual property is essential for various reasons, including sales or purchases, transfer tax assessments, and litigation. At UAF, our dedicated valuation professionals have the necessary credentials and experience to provide accurate valuations tailored to your needs.

We cover a variety of purposes, including taxation, financial reporting compliance, litigation support, business transactions, and intellectual property transfers. Our expertise includes closely held businesses, thinly traded public stock, intangible assets, and debt instruments. Partnering with UAF offers the quality and expertise of a large firm, along with timely service and competitive fees.

Let’s Get Started

Schedule a Free Consultation!

Ensure your company is operating at peak efficiency and staying compliant with
our expert Audit & Assurance services.