Advisory

HTB’s Advisory Services are built to help businesses navigate complexity, manage risk, and make confident, forward‑looking decisions. By combining deep technical expertise with a personalized, solutions‑driven approach, we become a strategic partner to leadership teams—not just a service provider.

Our advisors work alongside clients to improve performance, strengthen financial and operational foundations, and uncover opportunities for sustainable growth. With a clear focus on insight, practicality, and long‑term value, HTB helps organizations adapt to change, plan strategically, and achieve meaningful business outcomes.

Business Tax AdvisoryInternal Controls + OperationsMergers + AcquisitionsOutsourced CFO + ControllerSystems Utilization + Process Improvement Valuations
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Business Tax Advisory

Forward-looking, strategic tax guidance that helps a business optimize its tax position, plan for future events, and make informed decisions.

  • Business Succession Planning
  • Estate, Gifts, and Trusts
  • Income Tax Planning + Compliance
  • Multistate Tax Planning
  • Pass-Through Entity (PTE) Election Analysis
  • Sales + Use Tax Consulting
  • Tax Representation before Federal + State Taxing Authorities

Internal Controls + Operations

Effective internal controls and well-designed operational processes are essential to running a resilient, efficient, and trustworthy organization. Our team helps you build a strong foundation for financial integrity, risk management, and sustainable growth.

We work closely with your leadership and finance teams to evaluate your current environment, identify gaps, and design practical solutions that enhance performance without adding unnecessary complexity.

Mergers + Acquisitions

Whether you’re considering buying or selling a company, merging with a strategic partner, or restructuring your organization, our mergers & acquisitions (M&A) specialists will provide you with the financial insights, strategic guidance, and transactional support you need to achieve your objectives.

Our M&A services cover the entire transaction lifecycle. From initial valuation and due diligence to deal structuring and negotiation, we leverage our extensive experience and industry knowledge to help you navigate the process seamlessly. Our team will assist you in identifying potential risks and opportunities, conducting financial analysis, and developing a robust integration plan to ensure a smooth transition post-transaction.

Learn more about our process and ways we can assist you here.

Outsourced CFO + Controller

Our advisory services go beyond traditional accounting functions to provide businesses with strategic financial leadership and guidance. We work with businesses to develop comprehensive financial strategies that align with their goals and objectives.

From budgeting and forecasting to cash flow management and risk assessment, our CFO service provides valuable insights and recommendations to drive growth and maximize profitability. By leveraging our expertise, businesses can make data-driven decisions and achieve long-term financial success.

As your controller, we will supply you with the tools and resources needed to fulfill your financial responsibilities that help positively impact profitability and enhance company performance.

Learn more about how our team can assist you and your business on our Outsourced Accounting Services page here.

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.

Valuations

Whether driven by strategic planning, ownership transitions, litigation, estate matters, or financial reporting, having a well-supported valuation is critical to informed decision-making. HTB provides objective, defensible valuations across a wide range of needs—including business interests, intangible assets, ownership interests, and other complex assets—delivered with clarity and precision.

We work closely with you to understand the purpose of the valuation, apply the appropriate methodologies, and deliver analyses that stand up to scrutiny. From planning and compliance to dispute resolution, our valuation professionals help reduce uncertainty, manage risk, and support confident next steps.

Visit our business valuation service page to learn more.

Professionals

 
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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

Wealth Management

Litigation Advisory Services

Mergers + Acquisitions

Outsourced Accounting Services

Tax Planning + Preparation

Trust + Estate Planning Services

Industries We Serve