Business Advisory Services

Offering Business Advisory Services to Privately-held, Small and Middle Market Companies.

As your strategic business advisor, Source One Business Services, LLC considers and analyzes all aspects of your business and how the various components of your business correlate with each other. Our firm can assist you in identifying the opportunities and threats in your industry and develop appropriate short-term and long-term strategies to take advantage of these prospects and to neutralize the risks. We establish Key Performance Indicators to measure progress toward strategic and organizational goals for your business, which we monitor and adjust over time to optimize the success of your business. Our experience allows us to provide practical and timely advice to help you navigate through operational and transactional needs. We help organizations improve their finanacial performance by increasing the effectiveness and efficiency of functions closely linked to financial statements and related internal controls.

Additionally, our professionals can assist your business by building on its existing strengths and developing a comprehensive strategy to improve any weaknesses. We accomplish this by working closely with your management team to assess the needs of your company in a diligent and proactive manner, thereby allowing us to establish a course of action.

Business Advisory Services we offer include:

  • Merger & Acquisitions
  • Earned Value
  • Succession Planning
  • Transaction Negotiation
  • Financial Due Diligence
  • Financial Modeling
  • Litigation Support
  • Strategic Planning
  • Cost Segregation
  • Long-Range Forecasting
  • Buy Sell Agreements
  • Capital Formation Advisory Services
  • Bank Negotiation Service
  • Key Performance Indicators (KPI)
  • Inventory Costing Models
  • Financial Forecasts & Projections
  • Budget & Forecast Modeling
  • Cash Management Planning
  • Product Line Profitability Analysis
  • Risk Management Advisory Services
  • Turnaround Planning
  • Quality of Earnings Analysis