ADVISORY SERVICES

 

BUSINESS VALUATION

There are many reasons, both business-related and personal, that a business valuation may be needed, such as:

  • Divorce
  • Buy-Sell Agreements
  • Estate and Gift tax planning
  • Family Limited Partnerships
  • Owner Disputes
  • ESOP requirements
  • Business Succession Planning

There are three main approaches which are commonly used in business valuations:

  1. Income approach
  2. asset-based approach
  3. market approach

A variety of methods can be used for determining the value of a business, but Alfano & Company has the appropriate background, education, and familiarity with your business to personally assist you.

WEALTH PRESERVATION

At Alfano & Company, we work directly with business owners and wealthy individuals to arrive at unique solutions to preserve your hard-earned capital.

We can assist you in the following areas:

  • Estate Planning
  • Business Succession Planning
  • Analysis of Buy-Sell Agreements
  • Education Planning
EMPLOYEE BENEFITS, PENSION, AND PROFIT-SHARING PLANS

Choosing and administering benefit plans for your employees can be a complicated process. David F. Alfano, CPA can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans. Our focus involves rewarding your employees, reaching your company’s financial and business goals, and maximizing tax advantages in implementing these plans.

FINANCIAL & RETIREMENT PLANNING

Our aim is to help you reach your financial objective and maintain financial independence throughout your retirement. We will advise you through difficult decision-making processes such as investment performance monitoring, college education funding, retirement plans, insurance, asset allocation, and tax, estate, and business succession planning. Whatever your financial situation, we will ensure that your portfolio reflects tax implications for the most advantageous after-tax return.

ENTITY SELECTION, NEW BUSINESS FORMATION & RESTRUCTURING

Your business entity has a large impact on your taxes and other liabilities. From your company’s creation through its growth and development, we can help you choose an entity type and later restructure, necessary. With Alfano & Company’s knowledge and expertise, you will always receive the most beneficial entity type designation for your business.

STRATEGIC BUSINESS PLANNING

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CASH FLOW MANAGEMENT

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INTERNAL CONTROLS

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ACCOUNTING SOFTWARE SELECTION, IMPLEMENTATION, AND SUPPORT

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DEBT AND FINANCES ADVISING

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ACQUISITIONS AND SALES

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TRANSACTION STRUCTURING AND NEGOTIATIONS

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Get In Touch

weekdays  

9AM - 5PM

 

Contact Info

Address

3 Boulder Avenue
Old Greenwich, CT 06870