- Succession and Exit Planning
- Tax Management
- Business Continuation Strategies
- Valuation Strategies
- Rewarding and Retaining Key Employees
- Key Personnel Insurance
Whether you are selling or buying a business, planning your estate or resolving a legal dispute, a precise valuation is crucial. Our understanding of business combined with extensive experience in financial evaluations and determination of correct value across a wide variety of situations ensures that our clients get the most accurate and thorough valuation possible.
We perform business valuation services for:
- Estate and Gift Tax Planning Marital Dissolutions
- Buy-Sell Agreements Breach of Contract
- Family Limited Partnerships Damage Claims
- Shareholder and Partnership Conflicts Expert Witness Testimony
Our experienced valuation specialists will provide you with a complete and reliable business valuation.
Cost Segregation Studies
Cost segregation involves careful analysis of a real estate project that segregates costs for depreciation purposes as personal property, land improvements or building. A cost segregation study increases cash flow by accelerating depreciation in the early years of the project's life. The tax savings from depreciation, normally received in later years, now come in the early years.
Boulay formed a strategic alliance with a construction management company. This knowledgeable, experienced team of cost segregation consultants and engineers will effectively identify and segregate your company's assets, providing you with significant savings. We want to help your business become tax-efficient by taking advantage of all available opportunities.
You’ve worked a lifetime to build assets to benefit yourself and your family. We can help you define a clear vision for your financial future by creating an effective estate plan designed for you and your heirs. We will work with you, your family and other advisors to put your plan into action using tax-efficient vehicles that allow for maximum wealth preservation while minimizing external risks.
- Will and Trust Consulting
- Health Care Directives
- Powers of Attorney
- Asset Review and Ownership Solutions
- Wealth Transfer Strategies
- Business Transition
- Responding to Death and Estate Administration
Human Resources Consulting
Employment law and its related issues can be very challenging. Whether you’re writing an employee handbook or dealing with a difficult employee, we offer employment solutions that limit your potential risk.
Our services include:
- Human Resource Audits
- Employee Handbook Development
- Job Description Development
- Seminars and Workshops
Legal matters often involve complex accounting, tax and financial issues requiring a CPA who analyzes and communicates the technical aspects of business transactions. Our years of experience in numerous cases enable us to provide clear, effective testimony.
We provide the following litigation support services:
- Conflict Resolution
- Forensic Accounting
- Assistance with Discovery, Depositions and Document Requests
- Preparation of Financial Models
We are ready to assist you in formulating and delivering a winning litigation strategy.
Mergers & Acquisitions
Our M&A consultants provide proactive advice and management to help your business navigate the changes inherent in mergers and acquisitions.
Some of the services we can provide include:
- Financial Due Diligence Studies
- Purchase Price Allocation
- Merger Integration
- Stock versus Asset Comparisons
- Tax Structuring
- Purchase Agreement Consulting and Negotiations
We believe in being actively involved in all phases of a transaction and will work closely with other professionals such as attorneys, bankers and venture capitalists. We want to help you avoid many of the pitfalls and problems that can arise in buying or selling a business and enable you to ultimately achieve your goals.