Consulting

What Our Clients Are Saying

PBMares' expansive knowledge and services make it a "one-stop shop". We have multi-state entities and frequently have questions regarding particular state issues. PBMares has an excellent data base which allows them to address these issues in a thorough and timely manner. PBMares does tax and consulting work for our nine entities and they are helping us with the formation and structure of a new, unique real estate development. Their ability to guide me in decision-making saves me time and helps me avoid making costly mistakes. I consider PBMares to be part of my team and I depend on them. It's important to me that my CPA firm is morally, legally and ethically proper. PBMares is all these and it is comforting and helpful to me.

Charles Chase
Owner/President
Southeast Management Company

PBMares > Services > Consulting

Consulting



At PBMares, we give you the insight you need to drive your success. You receive advice that is clear and practical. It’s hard numbers coupled with meaningful interpretation. It’s the kind of information your business needs to grow. We’ll help you seize future opportunities before someone else does.

With expertise across industries, we can provide a comprehensive look at the financial and economic forces that affect your business. Our years of experience in the areas of business strategy, valuations, corporate finance and mergers and acquisitions provide you with the expertise and solutions you need to succeed.

Services

Business Strategy and Operations
We advise managers, shareholders, and boards of directors on a wide range of issues affecting their company. Combining industry knowledge, rigorous analysis, and operating experience, we provide our clients with advice that is both innovative and insightful. Our services include:

  • Internal Control Studies
  • Performance Benchmarking
  • Financial Forecasting
  • Strategic Planning
  • Board and Special Committee Advice

Mergers and Acquisitions
We provide a full range of merger and acquisition advisory services, with a focus on the sale of privately held companies. Drawing on the collective strength of our transaction, accounting, and tax professionals, we are able to address the breadth of issues that arise in complex merger and acquisition transactions. Whether you are interested in selling all or a portion of your business, making a strategic acquisition, or divesting selected assets, we can manage the transaction process to a successful outcome. Our services include:

  • Deal Structuring
  • Valuation
  • Negotiation Assistance
  • Due Diligence
  • Tax Strategies

Corporate Finance
We work with companies seeking capital for start-up or expansion needs, as well as those looking to refinance existing debt. Our broad transaction experience, coupled with our extensive relationships with varied financing sources, enables us to provide the optimal capital structure and most favorable financing terms for our clients. We typically assist clients with financial modeling, financing structure, capital sourcing and business plan preparation.

  • Financial Projections
  • Valuation
  • Capital Sourcing
  • Negotiation Assistance
  • Financing Memorandum Preparation

For more information on any of the services outlined above, please contact us.