Business Advisory

The professionals at Potter & Company want to work with businesses to help them achieve their goals. As partners we work with businesses to provide the consulting and management services that best meet their needs. Our services include:

  • Type of Entity Selection Services – The tax, legal liability and operating attributes of a sole proprietorship, limited liability company (LLC), partnership and corporation (“C” and “S”) are very different depending on entity types.  We can assist you in selecting and adopting the entity type during inception or during your business lifecycle that is appropriate for your needs and situation.
  • Mergers & Acquisitions – When you are acquiring or selling a business or combining your business with another business entity, our experienced staff of CPAs can advise you through the maze of complex financial and tax decisions to aid in structuring the transaction to accomplish your objectives.
  • Strategic Planning, Budgeting, and Forecasting Services – We can assist management with the financial and operational analysis of alternatives, opportunities and various outcomes to aid in making quality initial decisions and accurately monitoring progress and results though the business cycle.
  • Property Acquisition and Financing Services – Whether purchasing real estate, facilities or major equipment additions, we can assist in evaluating alternatives to maximize return on investment and profitability while maintaining a flexible financing structure which addresses business cash flow requirements.
  • Internal Control Study Services – Our staff through transaction and personnel process/procedure evaluations and analysis can provide valuable recommendations to strengthen internal controls for safeguarding company assets.
  • Succession Planning
  • Profitability Analysis
  • Business Process Improvement