Advisory and Planning

Advisory and Planning

To effectively manage financial affairs, you need three things: extensive knowledge, meticulous organization, and vigilance. Wilke & Associates Certified Public Accountants provides a complete range of services to help you PLAN, establish and maximize your BUDGET to help you SUCCEED. Whether you are establishing your business, growing your business or transitioning your business by selling or merging with another organization, we will advise you every step of the way.

We’re proactive in serving each client’s needs, providing helpful information and providing a wealth of resources on a regular basis. We have advised countless entrepreneurs in a variety of business types with a wide range of revenue.

Transition Planning: Financial Institutions, Professional Corporations, Consulting Services, Manufacturing Companies, and Construction/Real Estate Companies

Business and Operations Advisory: Retail, Professional Service Companies, Health Related Services, Engineering, and Non-Profits

Investment Diversification Advisory: Multi-National Companies, Health Care Companies, Professional Services, and Consulting Firms

Start-Up Consulting: Manufacturing, Exporters, Retail, Real Estate, Non-Profits and Inventors

MENU OF ADVISORY AND PLANNING SERVICES:

• Budgets
• Business Valuation
• Exit Strategy & Succession Planning
• Business Plan Preparation
• Cash Flow Analysis and Improvement
• Litigation Support Services
• Investment Consulting
• Pension Planning & Selection
• Real Estate Property Cost Segmentation
• Employee Stock Ownership Plans (ESOP)
• Mergers and Acquisitions
• Chief Financial Officer Services