Business Consulting

We help our clients see the forest and the trees.

Shepard Schwartz & Harris helps privately owned companies manage ever-changing tax laws, accounting rules, government regulations and business best practices by acting as an outside business advisor.  Our consulting services are designed to be there when our clients need them, based on staffing levels and a host of other factors.

Business Growth and Operations Services:

• Due diligence for acquisitions and divestitures
• Acquisition and divestiture reporting
• Review and analysis of business plans
• Review tax positions and formulate plans to reduce tax liability
• Integrate the personal financial goals of management with those of the business
• Develop profit plans that work
• Develop short and long range operating forecasts
• Prepare cash forecasts
• Determine financing requirements preparatory to loan negotiations
• Participate in bank negotiations
• Analyze business proposals
• Streamline management information systems
• Formulate executive compensation programs
• Prepare data required by lenders to obtain financing

Business Litigation Services:

• Business valuations for acquisitions, divestitures, federal estate and gift returns, employee stock option plans and divorces
• Audits of contract or project costs
• Investigations for stockholders' derivative suits
• Insurance claims involving inventory losses and business interruption
• Bankruptcy matters, including creditors' investigations
• Divorce investigations
• Development of unqualified deferred compensation plans
• Determination of lost profits in patent infringement suits
• Assistance in planning acquisitions

Fraud Investigation and Evaluation Services:

• Evaluate whether or not an investigation is warranted
• Advise on the business implications as well as the short-term and long-term consequences of the investigation
• Devise and coordinate the investigative plan
• Supervise the investigation
• Perform forensic accounting procedures in relation to ascertaining facts, quantifying damages or both
• Help develop controls to prevent the recurrence of fraud or misconduct

Events

• Kathy Garlow Attends INAA Conference
• Kathy Garlow speaks on the IRS and Independent Contractor Issues
• Sherry Walters Earns Certified Fraud Examiner (CFE) Credential