Advisory

Our clients look at McCarthy & Co. as advisors who also manage their tax, audit and accounting needs. We identify your "non-accounting" operational and personal needs by asking the right questions and keep you moving closer to long-term financial objectives.

What keeps you awake? Worrying about deadlines or wondering how to increase sales, cut costs, and improve margins? Or, are issues such as succession planning, finding a buyer, or arranging financing the challenges you are facing? McCarthy & Co. brings problem solving, relationships, and innovative thinking to your business.

Some of our advisory services include:

  • Cash Flow Analysis.
    Company wide analysis and specific transaction review.
  • Budgets & Business Plans.
    To monitor revenue and expense management and create a strategic direction.
  • Succession Planning & Exit Strategies.
    Planning to assist in equity transfers to family members or the disposition or acquisition of a business.
  • Breakeven & "What-if" Modeling.
    To test new concepts, determine different price or cost strategies, and aid in expansion, divestiture or acquisitions.
  • Executive Compensation Programs.
    To motivate, retain and attract key executives.
  • Review Employee Benefit Programs.
    Examine opportunities to improve or reduce coverage.
  • Project Needs.
    Activities such as litigation support, valuations, or real estate transaction analysis.
  • Recruiting and Screening.
    Interview and evaluate candidates for internal accounting positions.

Contact a Consultant Now


456 Germantown Pike • P.O. Box 107 • Lafayette Hill, PA 19444 • Phone: (610) 828-1900