Assurance and Advisory

As a business owner, you need reliable information and need to know risks so that you can manage them strategically. You must respond quickly to market changes and maintain compliance with accounting and financial reporting. Furthermore, you want to instill confidence in your shareholders, investors, and customers.

When you choose SFW Partners, you will receive objective analysis to help with controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. This includes assuring the solidity of financial records, evaluating financial procedures, and working to produce strategies that help you face the challenges of business planning and execution. Our assurance services will improve information quality or its context, which translates into more success for your business.

It’s how we can help that sets us apart!

Put SFW Partners’ Assurance and Advisory expertise to work for you:


Audits, Reviews, and Compilation

Do you need to prepare financial statements for lenders, investors, suppliers, or customers? Our experts make reporting easy. Choose from one or all three levels of assurance, depending on your needs:


Financial Projections and Forecasts

No one can predict the future, but we can all benefit from planning for it. Forecasting for the future is imperative to your company’s success.

SFW Partners prides itself on combining expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. We make it a point to keep current with market trends and updates so that your business will be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.


Debt and Finance Advising

Are you overwhelmed with debt? Do you know that filing bankruptcy or going through credit counseling will negatively affect your credit rating?

Whether your needs are corporate or personal, our financial experts can assist you with sorting out the options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you can handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.


Entity Selection and Restructuring

What type of business entity suits your company best? Is it an LLC, LLP, PC, S-Corp, or maybe an Inc? Selecting an entity is an important decision that has a large impact on your taxes and other liabilities.

Don’t take a wild guess. Rely on the experts at SFW Partners to help you choose an entity type that fits the functions your business performs. If your business changes and restructuring to another entity would be beneficial, our knowledge and expertise will help you make the right decision.


Business Valuation

Are you evaluating an existing business for purchase? Do you want to sell your business, or do you need to know its value for planning purposes? There are many factors that contribute to the perceived value of a business, and the reasons why you might need to know this value continue to increase.

When you choose SFW Partners, you are choosing specialists who can provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest. Valuation can be used for estate planning and compliance, buying and selling businesses, divorce matters, family limited partnerships, and ESOPs. With our expert help and guidance, you can evaluate entities that you have an interest in and feel confident about making business decisions.


Mergers, Acquisitions, and Sales

Expanding or contracting your business is a huge undertaking, and the associated transactions and transitions can be complicated and overwhelming.

Let the experts at SFW Partners help you navigate the ins and outs of these business dealings. Whether you’re buying, selling, or considering a potential merger, our specialists can provide professional know-how to help you successfully structure and negotiate the deal. We employ careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. With our expert advice, you can make the right business decisions for optimal success.


Computer Consulting

It seems that as soon as new technologies are released more are right around the corner. Do you find it hard keeping your computer systems up to date, so they run optimally with technology advances?

When you choose SFW Partners, you are choosing computer experts who can audit your system competencies and gauge upgrade needs as well as provide support in choosing and implementing new hardware or network systems. As specialists in this field, we can put your computer problems to rest and improve your computer system’s performance, working within any budget constraints you may have.