Business Solutions

Providing Everything You Need

New Business Venture Planning

So you’re thinking that you’ve discovered a can’t-miss business opportunity. Well, did you know that you have better odds for success at the tables in Vegas than you do in starting a successful business? So now you’re thinking, “What do I do?” Don’t do anything until you call Patel Financial Servies for answers. Working with us in the beginning stages of developing your business dramatically increases your odds of long-term success. From creating a business plan, to deciding what type of entity will best suit your needs (S Corporation? C Corporation? LLC?), to finding the right people to help you with financing, payroll services, etc. Patel Financial Servies CPAs are experienced in helping you get your new business up and running, and moving in the direction that you have envisioned.

Business & Financial Planning

Helping you work ON your business not IN it is our goal when we help you plan for your business. After all, why did you go into business in the first place? Independence? More money? A better lifestyle with more free time? Greater challenge? Or a more secure future for your family? However the reality has become long hours, stress, greater risks, more responsibilities and less time with your family.

Patel Financial and Accounting CPAs business plan can help you get your business on the right track so you can enjoy the freedom you deserve. And have the opportunity to grow your business rather than just maintain it.

Like most people, when you start thinking about improving your financial situation, you probably think, “I have a good salary, I pay my bills on time, I do my taxes, I have insurance– I’m handling my finances pretty well– spending time and money on financial planning isn’t worth it for me.” In fact, time spent developing and implementing a well-researched and sound financial and estate plan can mean the difference between doing just pretty well for now and doing extremely well for the long-term– yielding:

1. More money for you and your family
2. Better preparation and flexibility for life changes
3. Increased protection against mistakes and unexpected circumstances

This is where Patel Financial Services CPAs financial and estate planning experts can help. Providing peace of mind by ensuring your best odds of permanent wealth and comfort.

In evaluating your current situation, you are determining your net worth. If it’s less than you may have thought, we’ll look first at your spending habits, then help you formulate a budget that works for you and allows you to stay on top of your finances so that you can set attainable goals for yourself.

Do you want to have an emergency fund?
Do you want to start planning your retirement?
Are you planning for a child’s education?
Will you be buying a home or starting a business?

No matter what your goals, Patel Financial Services CPAs and financial planning experts can help you create a strategy that will put you on a course that will best help you realize your dreams.

Mergers & Acquisitions

For most business owners, the sale or other transition of their business is the single most important, and perhaps the largest, financial event that occurs in their lifetime. Unfortunately, most owners don’t have an exit strategy for their business. And selling at the wrong time or without the right information can substantially lower the market value of the business. Whether your motivation for undertaking the merger or acquisition process is based on your desire to retire or succession concerns, the diversification of your assets, your desire to expand your capital, or the need for larger markets, Patel Financial Services has the game plan for your organization.

We can assist you in all areas of stock or asset sales, mergers, or acquisitions. Our highly experienced merger & acquisition specialists provide insight and strategies on such matters as:

1. When is the right time to sell?
2. Should all or part of the business be sold?
3. Is the company ready for sale, or should the focus be on building value for a future sale?

Our merger/acquisition experts make a complex process simpler for you.