Strategic Business Planning
Planning work for owner-managed businesses that connects short-term operating decisions to a longer-term goal: an expansion, a second location, an equipment purchase, a partner buy-in, or an eventual sale. Jacobs & Newmark works from the client's own numbers rather than a template, which is the practical difference between a plan and a document.
What this covers
- Planning built from the client's own numbers rather than a template
- Connecting short-term operating decisions to a longer-term goal
- Modelling an expansion, a second location, or a large purchase
- Partner buy-in and buy-out scenarios
- Preparing a business to be sellable well before it is sold
When people call us about this
- You are considering a second location or a major expansion
- A partner wants in, or wants out
- You want to know what the business would be worth
- You are five to ten years from wanting to stop
Any of these is a reason to call. We will tell you what the situation actually takes before you engage the firm.
Who handles this
Where this matters most
Closely-Held & Family Business
Wayne I. Jacobs, CPA has over thirty years in public accounting across retail, service, construction, wholesale, and manufacturing, and joined his father Irvin Jacobs, CPA in practice in 1981.
Construction, Manufacturing & Distribution
John Whiston, CPA specialized in assurance and consulting for construction, manufacturing and distribution clients, including SEC registrants, at global and national accounting firms, and is a member of the Construction Financial Management Association.
Other services
- General Bookkeeping
- Financial Accounting & Statement Preparation
- Reviews & Compilations
- QuickBooks Setup, Training & Cleanup
- Payroll & Sales Tax Compliance
- Cash Flow Management
- Bank Financing & Lender Reporting
- Business Succession Planning
- New Business Formation
- Business & Individual Tax Preparation
- Tax Planning
- Tax Problem Resolution & IRS Representation
Tell us about the business.
A first conversation is about what you run, how the books are handled now, and what prompted you to look. If we are the right firm we will say so, and if we are not we will say that too.
- DuPage County
- Wheaton, IL
106 E Liberty Dr., Suite 201 - Lake County
- Buffalo Grove, IL
100 Lexington Dr., Suite 210 - Hours
- Monday – Friday, 9:00am – 5:00pm