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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.
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.
- 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.
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.
"The unique blend of Rick's multi-faceted expertise and his 24 years of service as an FBI special agent provide for him a foundation of exceptional credibility and versatility as a forensic resource."
Alexia McClure | Principal
Stein Sperling Bennett De Jong Driscoll PC