Business Structure and Formation Planning

Opening your own business is exciting and thrilling. It’s everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not. It’s up to you to maintain and stretch out the “thrill and excitement” period forever. A methodical plan of action is needed to fulfill your dream or goal of being your own boss and running a successful business. Success lies in the approach you choose to take. We can help you avoid the common pitfalls that many new small business owners make when starting their new venture.

Business Valuation

Few things are more important to business owners than the value of their business. The valuation you get for your business can make or break a proposition. Whether you’re negotiating a merger, considering new shareholders, attempting to resolve disputes associated with liability, shareholder equity, estate planning or marital dissolution, objective valuation can make the difference between loss or gain, success or failure.

Cash Flow Management

The starting point for avoiding a cash crisis is allowing us to develop a cash flow projection for you. We can help you develop both short-term (weekly, monthly) cash flow projections to help you manage daily cash, and long-term (annual, 3-5 year) cash flow projections to help you develop the necessary capital strategy to meet your business needs. We also prepare historical cash flow statements to help you gain an understanding about where all the money went.

Strategic Business Planning

A Strategic Business Plan is much more than a tool to obtain financing. If you still have all your plans and ideas locked up inside your head, preparing a strategic plan helps you clarify your company’s direction, ensures your key leaders are all “on the same page”, and keeps both management and staff focused on the tasks at hand. The Strategic Plan provides a blueprint, describing your company, its products, the competitive environment, management team, financial health, and business risks.

Litigation and Transaction Services

JBC is available to provide a full complement of litigation support and special investigation services to attorneys, lenders, investors, and company owners. We can gather, analyze, and investigate data, evaluate alternative hypothesis, calculate damages, and provide expert opinions and testimony.

Wealth Advisory Services

Built on our tax expertise we offer full service wealth advisory services through our affiliate, JBC Wealth Advisors, LLC. Through our comprehensive approach our mission is to help you manage life’s biggest expenses; taxes and bad financial decisions. As a fee-for-service wealth advisor we will NEVER receive commissions, referral fees, or other hidden costs.






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