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Advisory Services for Businesses and Nonprofits

Advisory Services to Improve Your Organization Strategy

Unlock New Opportunities With Our Advisory Services

Your CPA should be part of the conversation before you make an important decision. Wegner CPAs helps business owners and nonprofit leaders understand their options and the financial implications, with time to prepare for what comes next.

We take the time to get to know your organization and what you want to accomplish. You’ll have someone to talk things through with and practical advice you can use to decide what makes sense for you.

 

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Ways We Can Help

Succession Planning and Ownership Transition
You’ve put years into your business. Preparing for a change in ownership gives you time to consider what you want next and what the business needs before you step back. Succession planning helps you understand how business value and taxes could affect your options, even if you haven’t decided who will take over.

Business Valuation

Ownership discussions are easier to work through with a reliable starting point for value. A business valuation helps you understand what your company is worth and what influences that figure. Use those findings to support an ownership transfer or financing decision, with guidance on how the results apply to your circumstances.
Mergers and Acquisitions
Buying or selling a business carries lasting financial consequences. Before committing, understand what the financial records reveal and where the tax risks may lie. You’ll have help evaluating the opportunity and working through due diligence, with financial and tax support as the transaction moves toward closing.
Business Financing
A financing decision affects your cash flow long after the loan closes. Work through how much funding you need and what your business can support before committing. We help you prepare financial projections and address lender requirements, giving you a clearer basis for evaluating financing options.
CFO and Controller Services
Your financial reports should help you run your organization. With outsourced CFO and controller support, you have someone to work through what the numbers mean and what needs attention. Budgets and cash flow forecasts give you a clearer view of upcoming demands on your resources, so you can prepare for the decisions ahead.
Accounting Systems and Process Improvement
Time spent reentering information is time your team could use elsewhere. Get help choosing and implementing accounting software that fits how your organization works. Better connections between systems can reduce manual work and make useful financial information easier to get, with reporting built around what your team needs to know.
Nonprofit Advisory
Your nonprofit’s financial health and the way it operates affect what you can accomplish. We work with your leadership team and board to address the challenges getting in the way. That may involve evaluating long-term sustainability or improving how your board functions. You’ll also have practical support strengthening financial management, including the policies and internal controls that protect your resources.
Recruiting
An open position adds work to an already busy team. Our recruiters move quickly to find qualified candidates, taking time to understand how their experience and goals fit your organization. With help managing the search through interviews and the offer, you can keep the process moving and focus on choosing the right person for your team.

Experience in Your Industry

Advice is more useful when it reflects how your industry works. Our teams bring experience with organizations like yours to the conversation, while taking time to understand your circumstances.

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Tell us what you’re working through. We’ll connect you with the person at Wegner who can help you decide where to start.

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Providing business consulting services to a variety of clients within a wide range of specialized industries.

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Going far beyond the standard accounting and tax services, our CPAs specialize in several industry areas and are in tune with the opportunities and challenges faced by each.

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Insights

We are committed to providing you with the tools you need to make sound decisions every day. Check out our extensive mix of educational resources, and please contact us should you need any help finding the answers to your questions.

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