Consultation Services

Consulting Discussion

Owners of small to mid-sized companies face varied and complex issues. Your organization needs sound financial data in order to make good financial decisions. These can be complicated by staffing and budgetary constraints. No matter what you face, as an owner, we can assist you in your current and future business needs. Our shareholders offer a distinctive, hands-on approach that is often not available in larger firms.

Our Consulting Services Include:

At SD Associates, we will identify and analyze your business transactions and processes as they related to your business. Once these are documented we will be able to offer you recommendations that will improve these business accounting processes and procedures.
We strongly believe that knowledge is power – however, we realize that many of our clients are not experts in the field of accounting and finance. Thus, to empower our clients and their businesses, we can offer education and training on accounting and financial matters.
As a business owner, you are probably being pulled in many directions as well as wearing many hats. SD Associates, can assist you in these crucial roles by performing budgeting and other financial analysis that supports major corporate decisions. Very few, if any, companies can be consistently profitable and grow without careful financial planning and cash flow management. Our team approach will take care of your business’s planning and analysis for you! From strategic planning to ratios and trend analyses, we will assist you in mapping out the company’s financial future.
Lease versus purchase: which one is better? Like many things in business, there is no one-size-fits all answer. What may be a good option for your business may not be good for another person’s business. That’s why we assist our clients with a thorough analysis of the two, so you can make the right decision for your business.
Tax based succession planning for your business is a crucial element of any family business because it affects not only the value of the company, but the owner’s personal wealth and that wealth, that can be passed along to the next generation in the most tax-advantageous manner possible. Balancing the importance of the family’s needs in this everchanging landscape is the reason why proactive succession planning is extremely important.
Buy-sell agreements come in many forms and perform a variety of functions and to achieve many needs for both the business owners and their families. Before you draft or sign a buy-sell agreement, you are going to want to enlist the help of one of the many experts at SD Associates. With our finance knowledge, we can analyze a buy-sell agreement to ensure that it is serving you, your family and your business in the best way possible.
Financial forecasting and projections are vital for your business. As a forward-thinking firm, SD Associates utilizes the industry’s best tools to estimate your business’s potential value, evaluate cash flow and profit margins. Forecasting and projections will provide you with the power to pinpoint financial issues and create a clear course of action for your organization.
One of the many issues facing a closely-held business owner is the proper valuation of a family business which often is a significant portion of the owner’s estate, both financially and emotionally. In addition, the valuations can be used for estate planning needs, divorce and legal separation, shareholder litigation, potential transfers to charitable organizations, etc. Business owners can use business valuations as a tool for strategic and transition planning. A properly prepared business valuation can highlight your business strengths and weaknesses that can impact its value.
Our litigation support staff can aid in matters involving existing or pending litigation. We will assist with issues related to the quantification of economic damages. We will work with your attorneys by providing financial insight into the legal issues on a case by case basis.
Real estate sales and acquisitions can be stressful and confusing—SD Associates is here to help. With our many years of real estate experience, we will guide you through the steps necessary to make the proper and most advantageous decisions regarding your real estate needs.

The SD Associates team provides its consultation services to the following PA areas: 

  • Montgomery County, PA
  • Chester County, PA
  • Delaware County, PA
  • Lehigh County, PA
  • Bucks County, PA
  • Philadelphia County, PA