Lake Mary CFO Services
How's your business doing? Although you are the owner, you actually may not be the best person to answer that question. It’s beneficial to have a fresh set of eyes look at your finances and operations to get a fair and objective assessment. While big companies can afford a full-time CFO or Controller, this probably wouldn't make sense for your business. But with our Lake Mary CFO services, you can get the exact same services at a fraction of the cost.
Dan Calton has 25 years of experience as a CPA, and that includes working for the largest CPA firm in the world and serving as both Controller and CFO for private start-ups and public companies with over $1 billion in revenue.
As your CFO, Dan can offer your business:
• A better understanding of your finances
It's always important to know the value of your business. Objective valuation can mean the difference between a loss and a gain in a variety of instances, including merger negotiations, shareholder equity, and estate planning.
Business valuation is based on judgment and experience, and that's why you need well-qualified professionals who have a proven track record of evaluating all types of companies.
At Dan Calton, CPA, PA, we get to know your business and work closely with you to analyze your operations and financial data in order to provide a well-reasoned and fully documented valuation.
The business valuation services we offer include:
• Management buyouts
If you've decided to retire or are thinking about it, there are a lot of questions that need to be answered – most importantly, do you know what will happen to the business once you are no longer running it? Succession planning needs to be considered early, as there are many tasks to complete to ensure that the process goes off without a hitch. More than seven out of ten family-owned businesses don't survive the transition from founder to second generation, often because of estate taxes, family discord, or both.
With succession planning services in Lake Mary, our accounting team helps you:
• Keep your business in the family
We then create your succession plan focusing on these five areas:
• Business Valuation
Fraud Protection and Internal Controls
Putt the right controls are in place for your business in essential to ensuring the proper handling of resources and protecting yourself from employee theft. If you are unsure that you’ve set up the proper controls, Dan Caltion, CPA can help. We review your internal control system to determine its effectiveness and make recommendations to help your business become stronger and more profitable.
We will help you:
• Divide duties to reduce the risk of error or inappropriate actions
With CFO services in Lake Mary from Dan Calton, CPA, PA, you can be sure that your business will always be in good hands. For more information on what we can do for you, contact us today to set up your initial consultation.