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Business and Financial Consulting

Every business or organization needs a clear sense of purpose of where it is today and where it wants to be in the future. To achieve this, most successful organizations rely on a strategic plan that can bridge the gap and provide guidance in developing ways to improve efficiencies and profitability in order to add value to a company and help achieve its goals.

Givens & Siegel LLC, a Fort Myers CPA firm, is a true business advisor with a wealth of business advisory and business consulting experience. We provide management consulting, financing assistance and strategic and business planning services to our small business clients in Fort Myers.

Our services are customized to meet your individual needs and provide you with the convenience of working with a Fort Myers-area CPA firm. Our collective experience in a broad range of industries enables the firm to provide consulting services in almost any financial and business situation including, but not limited to, the following areas:

  • Business valuation (ABV)
  • Acquisitions
  • Break even analysis
  • Budgets
  • Buy/sell agreements
  • Cash management
  • Compensation programs
  • Family business issues
  • Financial planning
  • Financial projections
  • Internal control evaluations
  • Inventory controls
  • Operational reviews
  • Profit improvement planning
  • Strategic business planning
  • Succession planning
  • Management and operations review
  • Estate and gift valuation

We offer a FREE initial consultation to discuss our business consulting services. Call us today at 239-466-9900 to schedule an appointment.

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Givens & Siegel LLC is a Fort Myers CPA firm that provides a wide variety of accounting, tax and financial management services. Our clients are located in towns like Fort Myers, Cape Coral, Bonita Springs, Estero, Marco Island, Sanibel, Naples, North Fort Myers, Fort Myers Beach, and more. We service clients in Lee County and Collier County.