Advisory

As a potential new business owner, you are faced with a multitude of new decisions before your business becomes operational. By working closely with you, we will provide guidance in all areas involved in starting up your business. By being involved at the beginning, we can help ensure you are on the path to meet your goals. We will help manage your business so you can leverage every tax advantage, maximize cash flow and be in the best position for growth. Our small business start-up services include:

• Selecting the Right Organizational Structure
• Assisting in Securing Start-Up Financing
• Advising Your Banker, Lawyer & Insurance Agent
• Providing Advice and/or Training on Accounting & Management Information Systems

Succession planning can be complicated, but the specialists at PRISM’s will carefully guide you through planning and organization. Through careful consultations, we ensure your ultimate goal is accomplished in a pain-free manner. By staying up to date on issues relevant to succession planning, we will guide your reorganization.

We find creative solutions to meet the needs of our client’s problem. Our commitment is to deliver timely, professional advice for greater levels of efficiency and effectiveness. We work closely with our clients to understand their financial goals and objectives and prepare a comprehensive plan of action that takes into consideration their personal and business assets, lifestyle needs and individual preferences.