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Our firm provides a wide range of
consulting and compliance services including audit, accounting
and tax. The firm is also heavily involved in business valuation
and litigation support services. We provide services related
to mergers and acquisitions, executive compensation plans, ownership
succession planning and numerous other services, which are crucial
in closely-held businesses. The partners and staff of Williams
Overman Pierce help business owners make the decisions necessary
for improving profitability.
Growing Businesses Face
Many Barriers to Profitability.
A lack of proper controls and systems, plus the long arm of
regulatory compliance can cause profit margins to shrink even
while sales increase. If you see this happening in your business,
perhaps we should talk.
Through the audit process, we are able to help our clients identify
areas of risk, improve information systems reporting, isolate
business trends and enhance the accuracy and credibility of
financial statements.
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- Buy/Sell Agreements
- Dissenting Shareholder
- Divorce
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- Estate & Gift Tax Planning
- ESOP Valuations
- Internal Ownership Transfers
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- Assistance with Budget Preparation
- Charitable Remainder Trusts
- Employee Benefit Plan Administration
- Formation of Taxable and Non-Taxable
Subsidiaries
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- Lobbying Tax Elections
- New Business Start-Up Assistance
- Review of Activities that Could Jeopardize
Exempt Status
- Unrelated Business Income Tax Planning
(UBIT)
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Our experienced professionals have
provided benefit plan administration and consulting services
to a variety of businesses. We can assist businesses in plan
selection, document preparation and third-party administration.
Our professionals provide administration services for 401(k),
profit sharing, cross-tested and defined-benefit plans. We also
provide audit services for plans not exempt from the U.S. Department
of Labor audit requirement.
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The world of estate taxation is increasingly
volatile. Recent legislative changes coupled with the potential
for future congressional mandates create uncertainty in the
mind of those who contemplate critical decisions with long-lasting
effects. With many years of expertise and a dedicated focus
to understanding the complex and dynamic nature of estate tax
law, Williams Overman Pierce provides clients with the insight
to apply the most up-to-date information and guidelines to optimize
their estate planning goals.
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At Williams Overman Pierce, we believe
our success is ultimately measured by the success of our clients.
Our approach to financial planning mirrors that belief. To promote
independence, we do not offer any financial products such as
life insurance, mutual funds or annuities and do not receive
any commissions from the placement of investments, thus avoiding
all conflicts of interest to foster and earn your trust.
We also recognize that no financial plan is created alike and
that our ability to advise is only as valuable as our willingness
to listen. Our clients have diverse needs, and we work to deliver
financial plans that are customized to their unique goals.
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- Audits of Financial Statements
- Compliance with OMB Circular A-133
- Exempt Status Applications
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- Information Returns
- Retirement Plan Audits
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- Alimony & Child Support
- Arbitration & Mediation
- Case Evaluation
- Contract Cost & Claims Analysis
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- Discovery Assistance
- Economic Damages
- Expert Witness Testimony
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| Designations: |
Members of: |
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- Accredited In Business Valuation
- Certified Valuation Analyst
- Business Valuator Accredited for Litigation
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- Institute of Business Appraisers
- National Association of Certified Valuation
Analysts
- NCACPA and AICPA
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We Have Ideas, Training
and Experience to Enhance Your Growth and Profitability.
Often we become an extension of our client's staff by helping
them develop business solutions. Because our firm works to understand
our clients’ businesses, we can assist them in holding market
share, remaining competitive, and growing at a steady, manageable
rate. We are the logical resource to consult in areas such as:
- Budgeting and forecasting.
- Cash-flow planning.
- Lease-buy decisions.
- Mergers and acquisitions.
- Valuation of a business or intellectual
property.
Our performance improvement reviews are intended
to identify opportunities for you to become more efficient,
productive and profitable. We conduct our reviews by gathering
and analyzing facts, developing recommendations and establishing
a plan for change.
We produce more than reports. We produce ideas that enhance
growth and profitability.
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At Williams Overman Pierce, we believe
our success is ultimately measured by the success of our clients.
Our approach to financial planning mirrors that belief. To promote
independence, we do not offer any financial products such as
life insurance, mutual funds or annuities and do not receive
any commissions from the placement of investments, thus avoiding
all conflicts of interest to foster and earn your trust.
We also recognize that no financial plan is created alike and
that our ability to advise is only as valuable as our willingness
to listen. Our clients have diverse needs, and we work to deliver
financial plans that are customized to their unique goals.
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To minimize the risks associated with
an acquisition, the professionals at Williams Overman Pierce
can work with you in analyzing multiple aspects of the target
company. We have experience in business valuations for structuring
and pricing the transaction, preparation of forecasts, verification
of specific assets, review of financial statements and identification
of contingencies.
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For a family business to survive from
one generation to the next, it is imperative that a practical
succession plan be in place. At Williams Overman Pierce we have
the expertise to address the tax implications of a business
changing hands, business valuation issues and estate planning.
Our analysis and recommendations will be particularly sensitive
to family control and leadership issues to result in a plan
for succession in keeping with the family’s desires and
values.
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Performance
Improvement Consulting