Tax Planning
Christakos & Co. advises business owners on structuring and tax planning considerations whether it is a start-up or a well-established business that needs a tax planning review. We also work with individuals to help them take maximum advantage of available tax reduction opportunities.
Evaluate Business Decisions
We help you make informed business decisions. We look at how your business is structured in terms of the management of people, resources, and operations. If you are planning an expansion, adding new staff, or relocating, our input can help you make a financially sound decision.
If you are considering buying or selling a business, we can help you by conducting an analysis to determine its worth. Business valuation can also help you when you plan your estate, structure a premarital agreement, or undergo divorce proceedings.
Prepare Business Plans
A good business plan helps you set specific business objectives and goals. Our earnings and cash flow projections give potential lenders a formal document to review when they are determining whether your company is a good risk for investment. If you are seeking financing, we will give you feedback based on our experience whether your expectations are realistic. If needed, we will meet with your lender or direct you to a lender from our network of business contacts. We then evaluate the terms of any financing proposals you receive.
Contract Negotiations
Whether you are evaluating a possible business acquisition, considering a marketing strategy such as practice expansion to develop your business, or reviewing an employment contract, we can help you with an objective review of the financial implications of your decision.
Daily Business Decisions and Long Range Planning
We can help you devise an accounting system that best serves your company's needs. We also help you monitor business activities and keep accurate financial records, which are critical to evaluate business performance and make critical decisions. We analyze such issues as inventory levels, the ratio of expenses to sales, and cash flow.
Professional Practice Consulting
We are specialists in handling financial matters for attorneys, doctors, dentists, veterinarians, consultants, and other professionals. Our many services in this area include helping you manage your practice, expand its scope, appraise its value, or enter into buy/sell agreements.
Forensic Accounting
We provide litigation services, due diligence review, business valuation, claim investigation and expert witness services to attorneys, banks, and insurance companies.
Elder Care Service Advisor
Our elder care services provide seniors with a resource to handle their day-to-day financial affairs from paying bills to filing insurance claims if they are not able to do so themselves. We also can provide consulting services to make wills and plan estates along with corresponding plans and techniques for minimizing taxes.
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