Business Advisory & Consulting

Business Advisory & Consulting

Growth and Profitability Planning Services

Everyone has a dream for the future. What does yours look like? Have you thought about what steps it will take to get there? At HBE, one of our primary jobs as a member of your trusted advisor team is to help you define that path, then arm you with the tools you will need to navigate it successfully and achieve your aspirations. We do this through an innovative service approach to growth and profitability planning that we call HBE Edge.

Through HBE Edge, we provide integrated consulting services to ensure: 

  • You full understand your current position
  • You receive proactive advice on how to best capture value and minimize risk
  • You have intelligent, well-reasoned, and achievable strategies in place for driving forward
  • You remain on track to meet your goals

HBE Edge services are anchored by ongoing check-in meetings, which are held periodically between you and your HBE advisor (and other members of your professional advisor team, such as your banker or lawyer, when needed.) More than just reviewing numbers and figures, these meetings are also intended for candid conversations about what’s happening in your world, what successes you’ve achieved since the last meeting, obstacles that may be coming down the road, and what strategy adjustments may be needed as you continue working toward your goals. 

Whether you are dreaming about expansion opportunities, M&A prospects, or are simply working to streamline operations for maximum profitability, the integrative and personalized approach we offer through HBE Edge can take you to the next level. 

Specialized Consulting Services

  • Entity Selection
  • Valuation Services
  • Litigation Support
  • Buy/Sell Consultation
  • Succession Planning
  • Ratio Analysis
  • KPI Dashboards
  • Internal Control Testing

 

  • Cash Flow Analysis
  • Operational Risk Assessment
  • Due Diligence
  • Projections and Forecasting
  • Tax Credits and Incentives
  • Nexus and Sales Tax
  • Estate Planning

Are you ready to give your business an Edge? Contact us today to get started!