At Atherton, we learn about the organization and assist in bringing in the next generation. Through organizational chart design, we identify strengths and help develop new additions with training and support. Our succession planning strategies allow for successful outcomes by providing clarity of new roles and responsibilities.
Archives: Services
Post Type Description
High Net Worth Advisory Services
We understand how succession and tax issues affect high net worth individuals and families. Therefore, our team helps devise a plan that addresses such issues in order to conserve wealth so that it is passed on to the next generation or to a charitable organization they are passionate about.
Internal Audit and Risk Management Solutions
At Atherton, we have a team of individuals that can help you minimize risk while helping you enhance your operational performance. We provide a detailed assessment of current processes and internal controls, then make recommendations in order to improve efficiencies (all while safeguarding assets and ensuring compliance).
Litigation Support and Financial Analysis
At Atherton, we provide assistance to attorneys and clients in the context of litigation support, and are routinely retained for expert testimony engagements. We have the expertise to help you grow, control and defend your organization.
Cost Segregation
Cost Segregation studies are a valuable tax strategy available to owners of commercial real estate. This tax strategy offers owners the opportunity to defer taxes, reduce their overall current tax burden and free up capital by improving their current cash flow. Atherton has the resources available to help identify whether this strategy can benefit you, and perform the study if it is determined to be advantageous.
Due Diligence
In order for mergers and acquisitions to be successful, both the buyer and seller–as well as the lender–need to understand their position, risks, and strengths. At Atherton, our professionals provide due diligence by evaluating all financial aspects of the company in order to support your decision-making process.
Mergers and Acquisitions
When your organization is merging, restructuring or acquiring, understanding and planning for the tax implications is essential. At Atherton our experienced Consulting and Accounting professionals can assist with a smooth transition.
Restructuring
Our Tax and Management Consulting experts help companies develop long-term strategies that deliver measurable results to the bottom line. Our partners and professionals help companies with operational and financial challenges, guiding them through improvement solutions designed to make them more efficient and profitable.
Business Valuations
Our consultants use the latest valuation techniques in order to perform an in-depth evaluation of your business. In the end, you will be provided with a reliable business valuation report that delivers consistent and accurate results.