Consulting & Advisory Services

Let us help you discover your business’s maximum POTENTIAL & VALUE.

The business landscape is constantly evolving with advances in technology, political and regulatory oversight and shifting consumer trends.

H2 Advisors is here to help you navigate this landscape, avoid pitfalls and take advantage of opportunities. We help you solve the various business problems you encounter through tactical solutions and optimal strategies. Our team is committed to your success and sustainability.

Our custom consulting services offered:

  • General business advisory
  • Family Office Services
  • Exit Planning
  • Scenario Forecasting
  • Pricing Analysis
  • Restructuring recommendations
  • What If analysis/Pro-Forma
  • Mergers, Acquisition and Dissolution
  • Investor presentations and communication
  • Business Plan Creation
  • Due diligence support on buy or sell side

H2 advisors offers more than the traditional CPA services of Accounting, Tax & Audit.

Our personalized consulting services are tailored towards helping you and your business achieve its maximum potential. Our experienced team is well-equipped to provide custom recommendations through active listening and collaborative dialogue.
If you are looking for exit planning options, we have active relationships with business brokers, venture capitalists and private equity groups to help you identify potential transaction candidates. We provide comprehensive Family Office Services. Our coordinated managed services include:

  • Investment Strategy and Implementation 
  • Wealth Transfer Planning 
  • Fiduciary Trusteeship Services
  • Family Continuity/Client Education
  • Family Philanthropy
  • Integrated Financial Strategies
  • Balance sheet analysis
  • Integrated tax and income plan design
  • Retirement planning
  • Analysis of professional advisors and fees
  • Tax and income plan implementation
  • Bank financing analysis and negotiations
  • Coordination of team of advisors
  • Annual consolidated net worth statements
  • Cash flow analysis
  • Lifestyle Enhancements
  • Personal bill paying
  • Domestic help and payroll
  • Tax compliance
  • Property management
  • Cash flow management and forecasting

Take your business to the next level when you partner with H2 Advisors.