Delap advisors can help you achieve your business goals. Learn How

Services

Business Advisory

Elevate your business potential: expert guidance, strategic solutions, success unleashed

Let’s achieve your business goals.

Where do you want your business to go? Whether you’re looking to improve cashflow, increase profitability, streamline your operations, or improve internal controls, our business advisors can create a plan to take you there.

Our main objective is to make your business run more efficiently. In addition to their technical expertise, our business consultants combine practical real-world experiences and industry specialization to deliver tangible results to our clients.

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Delap Business Advisory Services

Organizational Consulting Services

  • Entity Selection
  • Mergers & Acquisitions
  • Corporate Strategy and Finance
  • Internal Operations Restructuring
  • Business Health Checks

Financial Advisory & Forecasting Services

  • Profitability Analysis
  • Projections, Forecasting & Budgets
  • Cash-Flow Modeling
  • Financial Due Diligence

Fractional CFO / Controller Services

  • Ongoing monthly services (cash flow analysis, creating accurate budgets, etc.)
  • One-time services, (reviewing accounting processes, raising capital, etc.)

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Internal Controls Services

  • Internal Controls Review
  • Outsourced Internal Audit
  • Enterprise Risk Assessment
  • Audit Readiness

Strategic Advisory Services

  • Business Coaching
  • Litigation Support
  • Technology and Automation Assessments
  • Unclaimed Property Procedures
  • Assistance with Records Retention Post-Transaction

Additional Business Advisory Services

  • Executive Incentive Plans
  • Financing Search & Negotiations
  • Tax Credit Analysis
  • Cash to Accrual Conversion

Brilliant and Dependable

“I would strongly recommend [Casey and Jill] to other small businesses who need help building out their toolbox… They are both not only brilliant and dependable, but also incredibly generous with their time and expertise. They functioned not only as consultants but also as mentors, offering invaluable guidance and encouragement throughout the process.”

Savannah Quarum, Managing Director | Audxguard

Our business advisors empower your strategic decisions.

You have goals for the future. Let’s build a roadmap to take you there. Our tools and methodologies can evaluate your business to identify strengths and weaknesses, and our business advisors can help you take the financial and planning steps required to move your business forward.

We help you see further down the financial road so you can improve your company’s financial performance.

By drilling into your financial records, our business advisory CPAs can identify and track important metrics and quickly help you fine tune the financial health of your whole company. And our industry specialization allows us to identify operational improvements, cost savings, and best practices.

Business Diagnostic Tools

Elevate your business and pave the way for strategic growth with our free business diagnostics. View all

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Growth and Profit Solutions (GPS) Business Diagnostic

In just 5 minutes, pinpoint your top 3 growth and profit issues for the year ahead with this free assessment.

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Leadership
Diagnostic

Conduct an analysis of your leadership strengths and weaknesses with this free assessment.

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Business Performance Diagnostic

Reflect on the operational health and strategic direction of your company to gain insights into your business performance.

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We craft business solutions as unique as your problems.

The business advisory and consulting solutions we find are the result of asking the right questions and a comprehensive understanding of your problems informed by our industry expertise.

You can depend on our reliable, objective point of view.

Working under the same conditions for a long time can lead to overlooked problems. Our fresh eyes can quickly spot the challenges that may be holding your company back.

We can help business owners

  • Optimize your employees and financial resources
  • Minimize tax, risk, and personal liability when choosing an entity
  • Identify any financial roadblocks to a merger, acquisition, or business sale
  • Implement corporate strategies to pivot and thrive
  • Identify gaps in your internal controls
  • Develop new internal controls to mitigate risks and follow best practices in your industry
  • Improve operational inefficiencies
  • Begin or continue business transition planning
  • Examine the pros and cons of ESOP plans
  • Explore various financing options for equipment, additional departments, or acquisitions
  • Detect, mitigate, find ways to help prevent fraud
  • Investigate suspicious financial activity
  • Provide forensic results and support during depositions

Meet Our Business Advisory Leaders

Jill Tichenor

Jill Tichenor

Senior Manager | CPA

Casey Devine

Casey Devine

Senior Manager | CPA | CEPA®

Dave Delap

David G. DeLap

Partner | CPA | CEPA®

Jared Siegel

Jared C. Siegel

Partner, CDO | MBA |

Schedule a Call with a Business Advisor

Curious about our business advisory services? Drop us a line — we’d love to chat with you!

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