Our Services

Mergers and Acquisitions Including Financial Due Diligence

Business owners may want to sell or enter into merger or acquisition at some point during the company’s life cycle. We analyze the big picture by evaluating alternatives and determining strategy while understanding your personal goals and objectives. We take care of the myriad details involved in a sale or purchase of a company.

Financial Reporting and Management Activities

Brown Edwards works with your senior management team to improve business stability, shore-up financial reporting integrity and analysis, and streamline inefficient accounting procedures to free up management time so you can focus on strategic planning initiatives. Our consulting team provides you with top level financial expertise to augment your accounting and finance skills.

Management Transition or Succession Planning (Personal and Business Life Cycle Issues)

Business owners must plan and build not only for today, but for the future. After all, owners retire and top managers may move on. Businesses should always prepare for inevitable change. We will assist you with succession planning and management transition to mitigate risk to your next generation of decision makers while working with your company to minimize taxes associated with ownership transfers.

Personal Financial Planning

Save enough for a comfortable retirement by identifying your retirement needs. Brown Edwards will help analyze your assets and sources of retirement income, review potential shortfalls, and identify the best strategies for your retirement by taking into account your financial situation and risk tolerance.

Pay for your child’s college education by accurately estimating the amount of money you’ll need. We’ll help you analyze assets, identify possible roadblocks, and consider alternatives to develop an optimal college savings plan.

Protect your family should you become disabled by ensuring you have enough money in your emergency fund.  Brown Edwards can review and analyze your life, disability, health, home, and auto insurance coverage. We also review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can’t manage them yourself.

We’ll work with you to achieve your investment goals, identifying the steps needed to maximize your investment returns as well as those to help minimize your risk and ensure increased predictability of your investment returns.