Expert Financial Consulting Services
At Stone Hazell & Company, our firm is committed to providing our expert consulting services to clients throughout Thompson-Okanagan. On this page you can learn a little more about these services. If you still have questions, or would like to learn more, please contact us.
Business Succession Planning
Business succession can be a complicated process involving a number of issues. In addition to ensuring the continued success of the business, the owner will likely wish to realize an appropriate value for the business, minimize taxes payable upon its sale and accomplish other objectives specific to the owner's particular circumstances. With a solid background in tax, succession and estate planning and other financial matters, we are fully qualified to address the complex issues of business continuation.
Purchase and Sale of a Business
Preparation and planning are the keys to the successful purchase or sale of a business. Our team can assist you with all aspects your transaction, including valuation, cash flow analysis, tax minimization and transition planning.
Retirement Planning
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
CONSULTING SERVICES
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following are just a few of the areas in which we provide consulting services:
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Business valuations
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Buying/selling a business
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Business process improvement
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Computer systems
Accounting Software Selection and Implementation
With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we have knowledge of most programs, either through personal experience or industry literature. Our experienced staff can help you choose and implement the system that best fits your needs.
Business Consulting
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.
Management Advisory Services
Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate the future growth and success of your business.
Financial Planning
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.