Does your present business structure protect your assets? Perhaps you need to make a "thematic move," and reorganize as an LLC or other type of corporation. Establishing a firm strategically from the outset or restructuring it when a change is advisable will protect your investment far more than any bank vault or portfolio plan will.

For many years, McCauley Nicolas has shown keen interest in entrepreneurs and focused much effort on assisting them. New ventures and continuous improvement projects are common among our clients. Trust us to help you make the perfect opening move.

This specialized consulting area is designed to guide owners and managers to evaluate risks that may affect their business and future earnings. Learn how "new economy" issues and trends may influence established operations.

Plan the "initiative" and become the player who controls the action and flow of your business through sound practices. We will analyze your billing, accounts receivable and collection procedures to improve your cash flow, and assist you in determining capitalization. Designing budgets and capital accumulation plans are also keys to achieving a more advantageous financial picture.

Companies that have business or strategic plans express how important they are. Rely on our experience to help you develop a plan that gives your firm a strategic advantage and a comfortable path to growth. You'll find we're large enough to offer the insight that comes from experience, but not too large to maintain a personal interest in each client. The family business is one specialization. Issues such as Succession, Gift Planning and Exit Strategies are important to address.

The more you plan ahead, the smaller your tax burden can be. We assist individuals and business clients with income tax deferral through pension and profit sharing plans, tax shelter programs, and family tax and estate plans.

Think of McCauley Nicolas when you need assistance with employee benefits, retirement plans/administration, key employee compensation planning, or development of a special incentive plan.

Future profits may depend on establishing what transactions took place when. Call on us. (It's called a "retrograde analysis" in chess.)

For more than two decades we have helped clients determine the best data processing software and system for their needs, and provided installation and support. We have also recommended management information systems. An important focus for us is keeping pace with the ever-changing world of technology so that we can help our clients assess their operational needs and design and implement systems and procedures, including disaster recovery plans.

McCauley Nicolas will assist you in all aspects, beginning with origination through the final closing of mergers, acquisitions and divestitures, to enhance your position in the marketplace.

The decisions you make as you consider how to assign your estate or plan for a successor, can determine highly important outcomes. A trusted advisor can offer objectivity and expert assistance for your most sensitive planning needs. McCauley Nicolas has CPAs who are specifically trained to advise you on

College Funding

Estate Planning

Gift Planning

Retirement Plans

Personal Financial Plans, and Divorce Mediation Issues.

Investors strive to locate a unique win based on market conditions. We are experienced in preparing financial reports that clarify a firm's potential.

Utilize your Knight in negotiations for new business, real estate and other needs. In chess, we say, "Consolidate!"- that is, maintain an established advantage!

Valuation services are a natural extension of the many traditional services provided to our clients. As a result of increases in family transfers for estate and gift purposes, financing needs, buy-sell agreements, divorce, and mergers and acquisitions, these services have never been in greater demand. An accurate valuation can spur a variety of growth enhancing moves or help you sell at the best asking price. Discover your options!

Under a "pawn storm"? Recovering from a "shot"? We're experienced in assisting clients with a variety of business, personal and estate-related issues in the event of litigation.