Consulting

Often, there are aspects of a business that require a closer look beyond tax return preparation or financial statement audits. In the area of business consulting, we help our clients improve their productivity, increase profitability and anticipate change. To do that, we become immersed in the client’s business, learning everything from short and long-term goals, to marketing strategies, new products being developed, profit margins, management style, and company culture.

Helping You Reach Your Financial Goals

Louis Plung & Company’s Management and Financial Consulting team consists of professionals with decades of experience providing an extensive range of services to a wide array of different businesses. Our advisors provide hands-on, customized business consulting services based on the specific needs of each client. 

Our team includes professionals with a unique combination of tax, accounting, transaction, valuation, management, IT, and operational experience. This broad foundation of experience allows us to deliver meaningful advice based on first-hand knowledge of the operational and financial issues impacting our clients. 

Our core services consist of the following:
 
  • Finance and accounting department optimization
  • Strategic planning and forecasting
  • Accounting and ERP system analysis
  • Operational performance improvement
  • Financial structuring and cash flow management

Let's take a closer look

We strive to become and remain business advisors, and help you succeed with knowledgeable, creative solutions. We encourage you to learn more about who we are, what we do, and what sets us apart. 

Contact Us

Support from Beginning to End

Louis Plung & Company’s specialists assist buyers, sellers, and financial institutions through all stages of mergers and acquisitions. Our professionals have the knowledge and expertise necessary to guide you through the transaction process, from preliminary negotiations to the closing date and beyond. Our consulting teams are tailored to your specific objectives, such as identifying optimal tax structuring, providing valuation services, preforming in-depth financial due diligence, and assisting to resolve post-acquisition disputes.

Mergers & Acquisitions services include:
 
  • Quality of Earnings Reports and free cash flow analysis
  • Working capital components and potential impact on purchase price analysis
  • In-depth assets and liabilities due diligence
  • Structuring of the proposed deal and potential tax impact review
  • Negotiation support 
  • Financial statement cut-off analysis 
  • Earn-out calculations
  • Intangible assets valuation

Let's take a closer look

We strive to become and remain business advisors, and help you succeed with knowledgeable, creative solutions. We encourage you to learn more about who we are, what we do, and what sets us apart.

Contact Us

Business Succession Planning

There are many stages in the life cycle of a business. While taking the business from a concept to the actual operations require the owner’s outmost attention and time. One important area that cannot be forgotten is how the owners will eventually exit the business. Louis Plung & Company’s experienced professionals navigate you through the many options both tax and estate issues that should be considered as part of business succession planning available to maximize both income and estate tax efficiencies.

Let's take a closer look

We strive to become and remain business advisors, and help you succeed with knowledgeable, creative solutions. We encourage you to learn more about who we are, what we do, and what sets us apart.

Contact Us

Helping You Reach Your Financial Goals

Louis Plung & Company supports you in reaching your financial goals through appropriate estate planning for your family and the charitable organizations of your choice by managing unique issues that arise within high net worth families and family owned businesses. Through our personalized estate planning process, our professionals develop a flexible plan that seeks tax minimization and asset control retention.  Our plan serves you throughout the full cycle of wealth management and transfer.

Estate planning services include:
 
  • Estate review
  • Risk tolerance & management
  • Asset protection strategies
  • Succession planning
  • Implementation of family governance structures
  • Valuation services
  • Distribution plans
  • Insurance planning
  • Retirement goals & strategies

Let's take a closer look

We strive to become and remain business advisors, and help you succeed with knowledgeable, creative solutions. We encourage you to learn more about who we are, what we do, and what sets us apart.

Contact Us

Specialists

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Tony Montanaro, CPA/ABV, CFE
Tony Montanaro, CPA/ABV, CFE
Senior Manager
Louis Plung, CPA
Louis Plung, CPA
Managing Partner
Catherine Marchelletta, CPA, MST
Catherine Marchelletta, CPA, MST
Partner
Richard Fischer, CPA, CGMA
Richard Fischer, CPA, CGMA
Partner
Dennis Loughran, CPA, MST
Dennis Loughran, CPA, MST
Partner
Joseph Zovko, CPA
Joseph Zovko, CPA
Partner
Marc Levine, CPA, J.D.
Marc Levine, CPA, J.D.
Director

"I cannot see working with anyone else. We have never had an issue working with Louis Plung & Company. We have heard of horror stories from colleagues and only find the professionals at Louis Plung & Company to be very reputable."

Jeanette Engel, President

Let's Talk about Your Unique Needs

Whether looking to partner with a strategic business advisor or simply looking for answers, we welcome and encourage all questions.

Let's talk opportunity.
Business discussion
BKR
BKR
CFMA
CFMA
NAIOP
NAIOP
PVCA
PVCA
AICPA
AICPA
PICPA
PICPA