The competition from physical and online stores is growing every day, so it’s more important than ever to keep an eye on your bottom line.

Solutions to help your business thrive.

Great products and service are an important part of your business, but so are the financial and operational gears behind the scenes that help keep you moving forward.

Our experts tap into their industry experience to help you address challenges and identify opportunities – adding value, managing risk and offering strategic solutions.

Whether you’re a single store, mom-and-pop retailer or a local or national chain looking to grow, we can help.

Retail Service Offerings

Assurance Services

We don’t just audit your organization, we strengthen it. As we examine your financials, practices and policies, we keep operational improvements top of mind and share strategies to make you better. Our assurance services include:

  • Financial statement audits, reviews & compilations
  • Internal audit
  • Employee benefit plan audits
  • Outsourced accounting

Business Succession Planning

You’ve worked hard, built your business, and continue to nurture its growth. Although you’re not ready to retire now, it’s on the horizon. Now is the time to start planning for the future to ensure you (and your family) can continue to reap the rewards of your success.

Our Exit Planning and Transaction Advisory professionals have the specialized knowledge to help ensure you are personally prepared, financially prepared, and continuing to maximize the value of your business.

Our exit planning process is customized based on your unique situation and may include:

  • Succession planning
  • Business valuation
  • Value & profitability enhancement consulting
  • Financial & tax due diligence
  • Quality of earnings analysis
  • Income tax planning
  • Tax structuring
  • Estate tax planning

Consulting Services

Our expert advisors will be there to help you navigate the constantly evolving world of retail through a suite of services designed to help you realize your vision for a successful future. Our retail consulting services include:

  • Business & strategic planning
  • Cash flow forecasting & analysis
  • Evaluating benefits of LIFO/FIFO
  • Location development consulting
  • Abandoned & unclaimed property review
  • Payment Card Industry (PCI) compliance
  • Start-up & expansion consulting
  • Operational consulting
  • Buy/lease analysis
  • IT consulting
  • Estate & wealth planning
  • Fraud investigations
  • Forensics & litigation support
  • Strategic talent management services

Tax Services

With our deep knowledge of tax law and the retail sector, we can do far more than just keep you compliant. Our tax professionals offer custom planning and solutions to help you
strategically grow into the future. Our tax services include:

  • Federal, state and local tax compliance
  • Tax credits & economic development incentives
  • Sales & use tax
  • Cost segregation studies
  • Repair and maintenance studies
  • Bonus depreciation & 179 depreciation
  • Franchise taxation

Retail Advisors

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