Business Advisory

Trust is the most important element of success between a client and a business advisor. At HRH, we take the initiative to help you formulate and implement policies and plans for the future.

We believe in taking a proactive approach to identify new opportunities for growth or ways to minimize your tax liabilities. We then work with you and your staff to develop and implement a customized strategy to work toward desired goals.

Building committed relationships has allowed us to serve hundreds of loyal clients – in some cases, our relationships have continued for generations. We help our clients through the years as their business and personal financial needs change by offering strategies for success in every stage of life.

Business:

• Analyses of:
  • Cost systems
  • Financial and profitability
  • Lease/purchase
• Business valuations:
  • Estate planning/administration
  • Gifting
  • Retirement planning   
• Cash flow and debt management
• Determination of business interruption losses
• Employee benefit plans
• Executive compensation incentive programs
• Management reporting
• Merger and acquisition transactions
• Record retention and management
• Strategic business plans
• Year-end planning

Legal:

• Expert witness services
• Litigation support  

Personal:

• Elder care
• Estate planning
• Personal financial statements
• Retirement planning