Our Management Advisory Services

  • Budgeting
  • Business Startup
  • Cash Flow
  • General Consultation
  • Litigation Support
  • Purchase or Sale of a Business
  • Systems & Procedures
  • Succession Planning

Freemon, Shapard & Story provides services to start-up companies as well as growing and maturing entities.

Our staff is very proactive and quick to anticipate needs or respond to requests. We customize our services to each client and do not attempt to fit your needs with someone else's answers. Our management advisory services include areas such as obtaining financing, budgeting, cash flow planning, compensation and benefit planning, strategic analysis and planning, mergers and acquisitions, transfers of businesses to family members, and sales and purchases of businesses.

We have experience in these areas for almost all industries and forms of organizations in this region. Due to our extensive estate planning and compliance department, we are also able to provide unique planning advice for generational transfers of small to large family businesses.

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What services do you offer?
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Why do I need a CPA?
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How much do your services cost?
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Do you offer a free consultation?
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How do I get started?
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Are you taking new clients?