Advisory and Consulting

Achieving business success is about more than just the basics – it requires an approach tailored to your unique situation. Whether starting, already established, or planning your exit, your business has complex needs beyond traditional tax planning and compliance services. Our advisory and consulting services are designed to address wherever you are in the growth cycle of your venture.

KBS can be the business partner that eases the burden of daily business operations.

What can we take off your plate?

Business Valuations

Are you looking to sell or gift your business? Bring on a new partner? Understand a company’s value before purchasing? In that case, we can help you assess your company’s worth by analyzing various factors and conditions, including IRS Revenue Rulings, market conditions, competitors, cash flow, historical tax returns, and so much more. Our findings are designed with simplicity to help make it easier for you to understand the results and make informed decisions.

Litigation Support

We offer years of expertise and a unique blend of realistic perspectives in various litigation situations, including asset and business valuations, family business disputes, estate & trust disputes, marital issues, shareholder disputes, lost profit & damage calculations, and IRS dispute resolution. We help by reviewing legal documents, providing commentary, and bringing ideas for consideration. We have a realistic perspective of how long resolutions can take. We are your sounding board; when frankness is needed, we provide honest, professional input.

Entrepreneurial Services

Business owners are shapeshifters. Frequently changing roles and responsibilities can be incredibly challenging and exhausting. But when you align yourself with the right team of advisors, running a business can be extremely rewarding. We collaborate with entrepreneurs in myriad ways to help them scale and prosper, including entity structuring, merger & acquisitions, succession planning, employee benefit plan consulting, and more.

Mergers And Acquisitions

Mergers and acquisitions are among the most important decisions a business can make. Our team of experts can provide you with tailored guidance to ensure that your offer is valued accurately while also mitigating any income tax liabilities along the way.

What Value Can We Add To Your Business?

Z

When you become a valued client of the firm, your success is our collective mission. Our team comprises exceptional experts with industry experience and valuable connections that create positive outcomes for all involved.

Z

We are intimately familiar with Vermont legislation and tax code. With unrivaled knowledge and expertise of the region’s regulations, your business will benefit from being always one step ahead.

Z

Honesty and integrity are the core of our commitment to you. We understand that our advice isn’t always pleasing to hear but rest assured, we always have your best interest at heart and will direct you to long-term success and well-being.

Listen

Process

Delivery of a thoughtful Plan!

Q&A with Mark Mayer

What is one piece of advice you have for entrepreneurs?

As business owners, it’s natural to feel concerned about the state of the economy. The unpredictability of the economy is a recurring reality. While we can’t solve these problems, our advisory services add value to the business to counteract the external threats you may be up against.

For example, many overlook the importance of a sound benefits package for their employees – focusing more on expenses than the long-term potential tax savings. We also offer thorough comparisons between plans across different peers, enabling us to collaboratively restructure and design ideal packages tailored so you get maximum returns with minimum impact.