Business Advisory Services

Objective Advice That Grows Your Business.

With over 70 years in business, Whalen CPAs has developed the expertise necessary to provide seasoned guidance to our business clients. With every client, our goal is to ensure your business reaches its full potential and allows you to accomplish goals related to your business and beyond. Whether evaluating your business growth plan or guiding you through a significant change in your company structure, Whalen CPAs is your trusted resource.

Business Advisory Services Include:

Accounting Software analysis and Selection.
Acquisition and Disposition Assistance.
Business Operations Consulting.
Cash Flow Forecasting and Analysis.
Entity Selection.
Expansion Advice.
Financing and Banking Relationships.
Key Performance Indicators (KPIs) and Dashboard Analytics.
Mergers and Acquisitions.
Restaurant Specialty Services.
Retirement Plan Analysis.
Succession Planning.