Providing Insight to thrive in an ever-changing marketplace
Whether you're initiating a new business venture, expanding an existing enterprise, or devising an exit strategy, Wilke advisory experts offer proactive and informed guidance at every juncture. Our experience spans advising entrepreneurs, startups, and established businesses with annual revenues from under a few million to over $500 million.
Advisory services are integral to our approach, and we strive to grasp the distinct needs and subtleties of each client and their circumstances. Our clients rely on us for insights, and we deliver solutions that help them look past immediate compliance requirements to achieve their objectives.
Business Planning services include:
Business Entity Selection: For entrepreneurs, choosing the correct business entity can have long-term impacts on growth and profitability. We help new business owners select the most appropriate entity type based on their goals, industry, and tax and accounting needs. We also help them understand their compliance obligations and provide best practices and support for compensation planning, bookkeeping, payroll, accounting, and more.
Business Plan Preparation: Business plans are crucial for entrepreneurs and growing organizations to clearly define their market, goals, risks and opportunities, and finances. A well-executed business plan can help to secure funding or financing and provide actionable steps to achieve success. We have helped dozens of businesses create and implement customized business plans and coached them through pitches to lenders or potential investors.
Compensation Plans: Compensation planning can be a part of tax compliance for some entity types. It can also be a tool to manage tax liability and profitability. We help business owners and partners with compensation analysis, base and incentive compensation plans, retirement and other benefits as part of the overall package, and regulations according to IRS and other requirements, as needed.
Strategic Growth Consulting:
Maximize your business's potential with our specialized guidance. We evaluate your market stance, gauge scalability, and craft customized growth strategies. Our professionals assist in pinpointing fresh opportunities, refining operations, and bolstering your market edge. For startups looking to expand or seasoned enterprises exploring new growth paths, we provide the direction needed to reach your business aspirations.
Financial Projections: Useful in a variety of scenarios, financial projections can help organizations anticipate what’s next, identify strategic opportunities, and manage risk. Our professionals can assist with sales, earnings, and cash flow forecasts, budgets, cash flow modeling, benchmarking, retirement plan financial modeling, and projections as part of M&A or other strategic transactions.
Advisory & Business Planning
- 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