“I have worked with the team at Stortz & Associates for more years than I can count, personally and professionally. I am always delighted with the friendly folks and their guidance. As a business owner, I'm smart enough to know that there are many areas where I cannot be an expert. In that regard, I trust Dave and his team to steer me in the right direction with accounting and taxes. I'd recommend the firm without reservation.” –Donna Hosfeld, AIC CPIW, InsuranceChix.com
Celebrating Years

Business Advisory Services

After careful assessment of your business, we help you develop strategies with results-oriented techniques to keep your business moving in the right direction. Our team’s experience and commitment can show you ways to overcome obstacles blocking your path to success.

• Business Acquisition and Sale Services

We have experience in valuing businesses in anticipation of potential acquisitions and sales. We are skilled in examining the elements which will provide the best value including the nature of the business and its history, financial condition of the company, the company’s earnings capacity, etc.

• Vision/Strategy – offer guidance and assessment

In order for a vision to be achieved, the business’ formal and informal activities should all be aligned with it. We can assist in clarifying the current vision of the business. Observe what actually happens in the business and compare the reality to the stated vision. We will communicate the results and establish an effective action plan.

• Fiscal Management – improving cash flow and profitability

We will provide you with reports and tools to review on a regular basis to improve fiscal performance. We will analyze key performance indicators and assist in improving cash flow and profitability.

• Industry/Competition

We will evaluate the business’ performance; identify strengths, weaknesses & opportunities against the industry. Our process includes researching profitability, productivity ratios and growth trends for your industry. We will deliver benchmarking information and make recommendations on how to improve and implement the necessary changes.

• Marketing

• Shareholder Issues & Succession Planning

Target business, family & financial issues, plan for retirement, groom the business for eventual sale, and determine a strategy to sell the business.

• Interviewing/Screening of potential employees

• Budget Preparation & Analysis

• Loan Procurement Services

Need help financing or refinancing? We will review and discuss your financing needs, meet with bankers, prepare loan packages for funding requests, etc.

• Retirement & Financial Planning