Consulting

For more than two decades, SGA Group CPAs and Consultants have served as trusted advisors to firms in a broad range of industries, including transportation and logistics, health care, food and beverage services, construction, manufacturing and distribution, retail trade, real estate and professional services.

Non-profit organizations have also relied on our proactive approach to a wide range of services. Nearly half of our clients operate in the nonprofit sector — from enterprising startups to established organizations with $50 million in annual revenue.

SGA Group CPAs & Consultants provide these services and more:

For-Profit Corporations:

• Merger, Acquisition and Liquidation Planning: Transaction advisory services, due diligence engagements, tax consulting.
• Technology Consulting: Network design, software selection and installation, IT budget plan (through our affiliate SGA Technologies).
• Business Valuations and Litigation Support: Business valuations, divorce, lost profit analysis, business buy-sell agreements.
• Strategic and Business Planning Assistance: Including bank and private equity financing, strategic and business plan development.
• Human Resource Services: Employee recordkeeping, policy manual review and design, benefit programs.

Non-Profit Organizations:

• Investment Strategy and Policy: Assistance in developing long-term investment policy statements and endowment plans.
• Capital Campaign Consulting: Feasibility studies, contribution accounting and record keeping.
• Planned Giving: Long-term giving strategies, complex financial and estate transactions.
• Tax Structure Planning: Organizational structuring to minimize unrelated business income tax, including taxable subsidiaries and affiliates.
• Deferred Compensation and Employee Benefit Plan Consulting: Retirement, non-qualified deferred compensation plans, compensation and bonus plans.
• Human Resource Consulting: Employee recordkeeping, policy manual review and design, benefit programs.
• Board and Policy Development: Strategic planning, board member development and training, board policy manuals.