Advisory Services

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While our main focus is recruitment and brokering mergers and acquisitions, through our years of experience dealing with business owners and managing partners of professional partnerships we have accumulated a deep understanding of issues surrounding:

• Tax planning, retirement planning, and tax advantaged corporate structuring for small business owners
• Innovative employee compensation models and bonus structures for high earning executives and professionals, which can often benefit the firm and the employee at no additional cost
• Commercial real estate acquisitions and financing options for small businesses 
• Analyzing and evaluating various transition and succession plans for owners and equity partners of small and midsize professional partnerships
• These options include merging practices, initiating an acquisition by a similar or larger firm, and structuring an "earn-out" or an "on-going origination" arrangement with your existing employees, and/or your fellow equity and non-equity partners

Firm owners and managing partners are encouraged to contact us for advice on the above subjects. Our team of dedicated professionals will gladly provide a free consultation.

We believe that many great deals originate from long lasting relationships and we are happy to spend as much time as necessary advising on your business needs 'gratis' as a way to show you our breadth of knowledge and competency in the professional services field.

Feel free to reach out to our Managing Director for more information: 

Managing Director - Devin Yaeger

Direct: 424-293-2461

Email: Devin@alignedcs.com 

LinkedIn: linkedin.com/in/devinyaeger

Disclaimer: All advice rendered regarding tax or legal matters should be construed as "friendly suggestions and concepts" as generally speaking it will not have been rendered by a licensed CPA or attorney.