Advisory Services

Our advisory services include expert guidance whether you are starting a business or new nonprofit, sharpening your strategic plan, or planning for succession.

Business Planning

When you’re seeking a loan, help lenders make a decision in your favor by presenting a comprehensive strategic business plan. We’ll guide you through outlining your company and its products or services, competition, management team, financial health, and business risks to help you save time in the loan approval process.

Business Formation

As you form a new business or nonprofit, we can help start you off right with an initial business plan that clarifies your marketing, management, and financial goals. Together, we’ll assist with determining the best tax structure, start-up capital needs, borrowing power, financial processes and tools, a cash flow budget, and more.

Succession Planning

At Thompson Greenspon, we combine our technical expertise with a collaborative approach to help you answer challenging questions: What happens when you stop running your business? Can you afford to retire? We’ll assist you through the dynamics around these decisions and the design of a succession plan.

Mergers & Acquisitions

The acquisition or sale of a business is a complicated matter that likely involves many intricacies and complicated negotiations. Thompson Greenspon understands the risks inherent in these transactions. Our experienced professionals can help you navigate these risks to best protect your business and maximize the economic benefits of a sale or purchase transaction.

Paycheck Protection Program (PPP) Loan Assistance

The Paycheck Protection Program (PPP) Loan process is complex and time-consuming.  The rules continue to change, and we expect that there will be further changes through legislative action.  Thompson Greenspon can help you through the process using our expertise in this area. 

Our specialists are all seasoned professionals who have years of experience working within your industry. Reach out to us today to schedule a consultation.