Advisory

It’s about listening, understanding, and providing direction. Advisory services encompass a range of strategic solutions tailored to address your unique challenges and drive sustainable growth. Whether you need assistance with succession planning, financial due diligence or fraud investigations, our experienced team is dedicated to delivering actionable insights and practical recommendations that propel your business forward.

Our team of professionals has significant experience working with companies on such issues. Our professionals offer comprehensive and sound advice designed to help owners and managers reach their short- and long-term business goals. Our depth of experience in specific industries provides a unique perspective on the ever-changing marketplace.

Succession PlanningFinancial Due DiligenceFraud InvestigationsRisk Assessment FacilitationTrust and Fiduciary ResponsibilitySystems Utilization/Process Improvement

Succession Planning

Whether it’s due to retirement, unexpected departures or even expansion plans, having a solid succession plan in place can safeguard the stability and growth of your business. HTB provides a clear roadmap for your organization’s future by identifying and nurturing talented individuals within your ranks. You can ensure a smooth transition of leadership, minimizing disruptions and maintaining business continuity. We’ll work closely with you to identify the right candidates, assess their skills and potential, and develop tailored strategies to groom them for future leadership roles.

Furthermore, succession planning allows you to proactively address skill gaps and mitigate risks. By identifying areas where your organization may be vulnerable due to the absence of key personnel, you can take action to bridge those gaps and ensure a smooth transition. Don’t wait until it’s too late. Secure the future of your business.

Financial Due Diligence

In the fast-paced world of business, making informed decisions is crucial. Whether you’re considering a merger, acquisition, investment or partnership, conducting comprehensive financial due diligence can be the key to mitigating risks and maximizing opportunities.

Our advisors can help you gain a deeper understanding of the financial landscape of your organization. We can uncover hidden insights and provide you with the clarity you need to make confident, data-driven choices.

Fraud Investigations

In the face of increasing financial complexities, businesses need to stay one step ahead of fraudsters to preserve hard-earned assets. Our process includes a proactive and thorough approach of detecting, investigating and preventing fraudulent activities within your organization. From employee embezzlement to vendor fraud and beyond, we work tirelessly to uncover deceptive practices, preserve your reputation and minimize financial losses.

These investigations aid in the prevention and deterrence of future fraudulent activities. Through in-depth analysis and risk assessment, our team uncovers vulnerabilities in your systems, processes and internal controls. We then provide actionable recommendations to strengthen your defenses and implement preventive measures, minimizing the risk of future fraud occurrences.

Risk Assessment Facilitation

Risk assessment facilitation is a proactive process of evaluating potential risks that your business may encounter and developing strategies to mitigate them. HTB’s team of seasoned professionals can facilitate comprehensive risk assessments, to guide you through identifying vulnerabilities, evaluating their potential impact, and establishing practical risk management plans.

This facilitation helps you make informed decisions. When risks are identified and assessed, you gain a deeper understanding of their potential impact on your business. This knowledge enables you to make well-informed decisions based on a comprehensive risk analysis, ensuring that your actions align with your strategic objectives and minimize potential negative consequences.

Trust and Fiduciary Responsibility

When you rely on HTB to serve as your trustee and court appointee, we offer specialized guidance in managing trust and fiduciary responsibilities. Our comprehension of laws and regulations allows us to navigate complex financial issues. We excel at optimizing your assets and reducing tax burdens. Leveraging our extensive knowledge, the HTB team will incorporate best practice strategies tailored to your unique needs. We oversee the day-to-day operations, financial affairs, and legal obligations of your trust or estate, ensuring efficient and effective management.

Systems Utilization/Process Improvement

In an increasingly fast-paced and complex business environment, businesses must constantly adapt and improve their processes to stay ahead. HTB’s Systems Utilization/Process Improvement solutions empower you to identify inefficiencies, eliminate bottlenecks and enhance workflow. By leveraging advanced methodologies and cutting-edge technologies, we help you streamline operations, reduce costs and maximize your overall performance.

Not only does it enable you to enhance productivity and operational efficiency, but it also allows you to stay agile in the face of evolving market dynamics. By optimizing your systems and processes, you can minimize waste, improve customer satisfaction and gain a competitive edge. Partner with HTB to unlock the full potential of your organization and achieve business excellence.

Professionals

 

Jill K. Kindler

CPA/CFF, CVA, JD

Ronald L. Gagnet

CPA, CVA, CFF

Amy Huck

CPA

Michelle Garbiras

CPA

Derek Foret

CPA

Advisory

Audit + Assurance

Business Valuations

Employee Benefit Plan Audits

Historic Tax Credit Services

Litigation Advisory Services

Mergers + Acquisitions

Outsourced Accounting Services

Tax Planning + Preparation

Trust + Estate Planning Services

Industries We Serve