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Advisory

Sometimes, business owners or individuals involved in disputes need the advice of professionals who have a thorough knowledge of the financial complexities of different situations.

Stakeholders in a business, for example, may need to understand an approach to a merger, sale or purchase that provides them with maximum benefits. Or a shift in the economic or internal environment may lead to a need for short- or long-term financial planning. Our accounting professionals have decades of experience consulting on different and unexpected business challenges.

Individuals involved in the dissolution of a marriage may also want to ensure that the value of marital assets and other considerations with financial implications are treated appropriately.

The professionals at Gelman, Rosenberg & Freedman recognize that every situation is different. Our personal attention ensures that clients benefit from the advice and solutions that address their particular situations.

Related Services
  • Exit Planning for Business Owners

    Business owners face many decisions as they begin considering how to leave their business and take the next step in their life; How much money do I need for a financially secure retirement? How can I transfer the business to my children or key employees? What steps do I need to take to maximize the value of the company? A trusted advisor with the financial knowledge and specific expertise to help owners navigate these concerns can provide peace of mind and a plan to meet the business owners goals and objectives.

  • Litigation Support

    Individuals, businesses and nonprofits occasionally find themselves needing to take legal action to support legal claims and interests. Gelman, Rosenberg & Freedman provides professional litigation support services including investigatory skills, forensic accounting, business valuations and family law expertise.

  • Marital Dissolution

    The dissolution of marriage can be a personally difficult time but the financial aspects of this experience do not have to be as challenging. Family law specialists at Gelman, Rosenberg & Freedman work closely and compassionately with clients and legal counsel to provide a full understanding of the financial implications of divorce proceedings and the tax liabilities of divorce settlements.

  • Valuations

    Establishing the value of business or personal assets is not easy. But business owners, individuals establishing tax liabilities or managing estates and stakeholders involved in the dissolution of a marriage may quickly come to realize they can benefit from the assistance of financial professionals who have a thorough understanding of the valuation process.

"We are a smaller client for Gelman, Rosenberg and Freedman, but they take our business seriously and never fail to make us feel important."

Marcia Zier |  Vice President
Interactive Drama, Inc.