Distributors serving the wholesale and retail industries face unique challenges. Rising insurance and transportation costs, retail fraud and industry consolidation are some of the issues our professionals keep well informed.
From beer distributors to petroleum jobbers and c-stores, we advise our clients on the industry specific tax legislation affecting their business. We speak at state and national conventions on issues of importance to business owners.
Our advisors work closely with a variety of wholesale and retail businesses providing a number of financial and business consulting services, such as: inventory control and on time delivery solutions, financial projections, tax planning, site acquisition, fraud prevention and growth development strategies.
In this competitive price sensitive market we carefully monitor our client’s financial position and assist them in securing financing and help negotiate buy/sell agreements. We are actively involved in the preservation of our client’s personal wealth and develop plans for business succession plans and the protection of assets.