Business Owners & Risk Managers
We help owners grow, protect and sell their businesses. We provide Growth and Exit Planning and Risk Management services to the lower-middle-market, which we define as owners whose businesses have up to $100 million in revenue. We work across a wide range of industries, including but not limited to: Technology; manufacturing; service; retail; energy; construction; healthcare; and others.
We also serve risk managers in large and multi-national companies who need anti-fraud and cyber security expertise, as well as assistance with compliance issues.
We work with attorneys with particular expertise:
- Transaction attorneys who need experienced CPAs for due diligence, valuation and other M&A work
- Litigators who need forensic accounting (valuations, damage calculations, fraud investigations, bankruptcies and receiverships, expert witnessing, etc.)
- Estate and Trust attorneys who need valuations, tax and other expertise with respect to transition planning
- Compliance attorneys who need experts to design and conduct compliance audits and investigations
- Attorneys with expertise in cyber security
Our clients have specific legal needs, and we are always looking for trusted experts.
We work with wealth advisors whose business owners demand high-value and tax-efficient liquidity events. Whether it's a sale of the business to a third party or a transition plan, we understand the bigger picture of your client's life and retirement goals. We frequently encounter other business owners who may be looking for a wealth advisor.
Bankers and Investors
Because one size does not fit all, we work diligently to ensure the right fit between our clients' financing needs and investment parameters of members in our funding network. Investors look to InTune for due diligence, valuation and other expertise in the acquisition/investment process. We also help existing bank customers provide the right information for faster lending decisions and efficient reporting.
We don't do personal or business taxes, nor do we perform compilations, reviews, or traditional financial audits. If you are a small firm with clients who need forensic accounting services or who are contemplating a sale or acquisition, we'd love to talk to you. We routinely refer clients to other trusted professionals for their tax return and related services.
We work with insurance professionals whose clients need assistance with managing the operational risks that come with growth. These risks may take the form of outdated policies and procedures, legacy processes or other threats.
Let's Get Some Coffee
We understand that we play in a band. While we're very good at a few instruments, we can't play everything, nor do we want to. That's why we're always looking for other exceptional players. Get InTune. We're listening.