Trusted Adviser Services

Trusted Adviser Services

Service beyond the basics...

At SS&C, our business is to know and understand your business.  We offer services beyond compliance and combine our experience, expertise and knowledge to add value as a trusted adviser.

What We Do

  • Business Valuation
  • Business Entity Formation
  • Business Succession Planning
  • Mergers & Acquisitions
  • ESOP Feasibility & Installation

Business Valuation

Business valuations enable you to accurately determine the value of a business and its components.  It is essential that you know what a business is worth whether you are buying, selling, involved in litigation or planning your estate.  Our highly trained and experienced professionals work with attorneys, other accountants and financial institutions to ensure you are represented fairly.  Our business valuation team is comprised of Certified Valuation Analysts (CVA), and Certified Exit Planning Advisors (CEPA).  Additionally, they are experienced in testifying in both Federal and State courts.  Here is a short list of some of the business valuation services we provide:

  • Marital dissolution
  • Partner or shareholder dissolution
  • Purchase price allocation
  • Buy and sell agreements
  • Purchases or sale of a business
  • General business planning
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Business Succession Planning

You spent your life building your business and now you want to pass it on to the next generation or sell the value you built.  We advise businesses on the proper succession planning to preserve your family and business legacy while also looking out for potential tax consequences that may result.

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