Consulting & Advisory Services

Planning is the umbrella service at SBS. In every encounter with our Team, you receive proactive solutions to business, tax, and management issues.

Entity Structure Consultation is critical to a number of desired outcomes for a new or expanding venture. SBS can assist you in forming recommended entities or elections to alleviate issues, such as:

Capital acquisition
Member/shareholder loans and draws
Short or long-term profitability projections

Business Agreements finalized as a written document may be recommended by SBS. We hold meetings with all parties to initiate the process and review & explain agreements, including:

Contractor agreements
Buy-sell agreements
Member or shareholder agreements

Financial Projections are needed for loan packages, business plans and business expansion. Cash-flow projections are useful to business owners when determining prioritization of operating and debt expense and identifying business financial cycles.

Specific Issue Consulting presents the opportunity for you to brainstorm with our SBS professionals about any number of issues that come up during the course of doing business.

For example:

Contractor versus employee factors
Expansion: multiple locations, additional services, personal and supporting structure
Election of s-corporation status
“How do I handle?” accounting and system questions
Buy versus Lease
Sell or rent property

Your simple, urgent questions can be vetted with an experienced professional via teleconference or office conference.

Retirement Plans for businesses and individuals are important tools for long-term security, current tax deductions, and employee retention. SBS works with clients to determine the best plan, the budget for contributions and a recommendation for an administrator.

Compensation Issues

A requirement of forming a corporation is officer/shareholder wages. Our consultants will develop a compensation package that meets compliance as well as your needs. You may develop compensation/bonus/profit sharing formulas to attract and retain talent. If your company employs sales personnel, you may need additional assistance in creating commission compensation packages.

Transition Consulting guides you toward an effective decision. Changes in your business may look like:

Executive retirement
Business succession
Exit planning
Bringing on new partners
Business expansion and other opportunities

Learn about our other services

Taxation

Payroll

Small Business Management

I wanted to let you know how much I appreciate my SBS consultant’s help. They were informative, helpful, and an excellent teacher. We got a lot done in a short amount of time, and I feel confident about taking on these tasks.

Kathleen Dean

Pente LLC

I had a midyear review with Dolly, and she came up with great suggestions that will really benefit both me and the company. They’re going to make a great impact on my bottom line.