Business Advisory

As your advisor and accountant, Cooper Norman takes our responsibility very seriously. We serve our clients from the start-up phase of their business to the transitioning of their legacy. The Cooper Norman Model is one of our most popular business transition services.

The core competency of the Cooper Norman Model is supported by our Certified Valuation Analysts (CVAs) who are qualified to value your business and, if needed, provide expert witness or litigation support.

Our team strategically works as a whole with business owners and investors to maximize their time and investment into their future. We look at providing elite management, technical, and marketing tools to help you with a financially strong and successful business plan.

Each of our client's needs for financial guidance is different, below is a list of services we customize to reach your individual goals:   

• Cost Segregation Studies
• Billings and Receivable Management
• Budgeting and Strategic Planning
• Business Negotiation and Arbitration
• Employee Incentive Programs
• Estate and Family Transitioning Planning
• Executive Tax Planning
• Forecasts and Projections
• Fraud Prevention
• Internal Controls Development and System Deterrents
• Management Advisory Services
• Marketing and Client Seminars
• Mergers, Sales and Acquisitions Support
• Payroll Processing
• QuickBooks Advisors
• Timekeeping and Productivity Improvement
• Tax Planning and Preparation
• Valuation and Litigation Services, including Expert Witness

For more information, please contact Mark Brady.