Let Our Experts Provide Your Business with Advisory and Valuation Services
PFA Tax and Accounting Professionals offer a full array of consulting services. Our consulting services are geared toward maximizing your cash flow and profitability. Some of the specialized services PFA offers are: business valuations, succession and estate planning, tax planning, mergers and acquisitions and projections for financing. Business Valuations and Succession Planning are especially critical for those nearing retirement. All services are based on time involved, so we do not charge commissions or receive a higher fee based on sale price.
Business Valuations are prepared for many reasons including: Buy-Sell Agreements, Mergers and Acquisitions, Divorces, SBA & other financing purposes, Succession Planning, Estate and Gift Reporting, Shareholder Disputes, etc. Valuation fees are based on our staff’s time involvement in each engagement, with a normal range from $2,500 to $5,000.
PFA works with our clients to determine the most effective way to transfer your business. We believe a buyer and seller should “make the deal” before involving lenders or attorneys. We prepare a financial plan for the seller and then present it to the buyer. Once a plan is agreed upon, any outside financing can be secured. When approved, attorneys can be brought in to “document” the transaction. This approach may keep costs lower.
Tom Flynn comes to PFA with nearly twenty-one (21) years of experience with Federated Funeral Directors of America, a national accounting, tax and consulting firm in the funeral industry. For the majority of his tenure he was Manager of the Advanced Planning Department. His responsibilities included overseeing the preparation of Business Valuations, Succession & Estate Planning, Mergers & Acquisitions, Corporate, Partnership, Individual, Estate & Gift Tax Planning & Preparation and other Advanced Financial Planning & Consulting Engagements. He has been responsible for more than 1,000 business valuations, 600 business succession plans and 200 estate planning engagements.
Tom also spent seven years (7) with Gerald L. Kuhn & Associates, CPAs where his responsibilities included Individual, Partnership, Corporate and Pension Income Tax Preparation & Planning and Preparation of Audited, Reviewed and Compiled Financial Statements. Tom has a BS in Business - Accountancy Degree from Eastern Illinois University. He has been a Certified Public Accountant since 1987, a Certified Financial Planner since 1994, and has been accredited in Business Valuation since 2005. Tom is a member of the American Institute of CPAs, the Illinois CPA Society and the AICPA Business Valuation Section.