At Dorfman Mizrach & Thaler, LLP, we understand that owners and operators of closely held businesses face unique challenges at all stages of the business life cycle. From small, local businesses to large, international enterprises, we lend our expertise and proven strategies to clients operating in broad range of industries.
Our skills, relationships, and experience make us valued advisors to our clients’ strategic leadership teams. For those clients with a CFO on staff, we maintain close and collaborative relationships with senior financial management. For clients without the need or resources to bring a full-time CFO on board, we can provide a highly-skilled financial manager and team for your needs.
As established professionals, we are known among lending institutions and can help arrange financing, and we have also fostered long-term relationships with attorneys and the investment community. We invite you to take advantage of our large network of resources to advance your business.
In addition to our core services, closely held businesses can benefit from our expertise in the following areas:
- Business transaction structuring and negotiations
- Partnership / shareholder agreement modifications
- Advice in response to purchase overtures
- Guidance on the sale of business assets
- Succession planning
- Corporate restructuring
- Enhancing your financial position
- Preserving and transferring wealth