Business Advisory


Helping your business stay on course and realize growth 

Challenges and competition are companions to any growing business or non-profit organization. For entrepreneurs or new business ventures, having the counsel of experienced advisors can help you lead your company on the right path. For established businesses, taking the next step in your evolution and growth can require answers to often complex questions. Ross-Stern & Associates can help you get there.

Our team of consultants can be your trusted third party invested in your success. We have helped businesses in a variety of industries solve challenging problems, build a vision and strategy for success, increase efficiency and profits, and get the answers and advice you need.

Our business consultants can advise you in many ways, including:

  • New business startup planning
  • Small business planning and consulting
  • Corporations and LLCs
  • Pass-through entities advisory (S-Corporations and LLCs)
  • Non-profit organizations
  • Business management coaching
  • CFO advisory
  • Board and Audit Committee advisory
  • Growth and profit strategies
  • Bank financing and venture capital preparation
  • Business valuation
  • Financial modeling
  • Business process outsourcing
  • Mergers and acquisitions (M&A), business transactions
  • Budgeting analysis
  • Cash flow management
  • Business succession planning
  • Risk and capital advisory
  • Supply chain analysis, sourcing, and vendor evaluation
  • Real estate, leases, and large asset purchases
  • Employee benefit plans
  • Performance improvement and waste reduction
  • QuickBooks™ advisory
  • Debt and finance consulting
  • Turnaround management and restructuring

We can be advisors to your directors and senior management. If needed, we can partner with your legal counsel, bankers, venture capitalists, real estate brokers, investment advisors, or other third parties to build an alliance of trusted advisors for your business. 

How can we help you? Contact us or call Ross-Stern & Associates at 818.776.0399 for a consultation to discuss how we can help your business take the next step.

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