Advisory Services


Smart Money Advise for Growing Companies

Cornwell Jackson’s advisory services are delivered by industry central teams consisting of one to three professionals assigned to a client to assist with implementation of growth projects to get your company to the next level.

Advisory Services Include:

  • Capital, Lending Sourcing and package developmentAdvisory and Succession Planning Services
  • Product profitability analysis and break-even analysis
  • Cash flow analysis and projections
  • Business plan development
  • Legal structure analysis and changes to accommodate growth
  • CEO coaching
  • Business plan accountability coaching
  • Strengths evaluation of financial team
  • Peer group – industry benchmarking

Business Succession and Mergers & Acquisition Services

Our Advisory ServicAdvisory Services, Accounting, CPAes succession and M&A help middle-market business owners and their families assess their company’s value and market position, identify internal strengths and weaknesses, and engage in discussions with the ownership group on valuation, management team capabilities, family issues, and realistic assessment of an exit alternative.

We deploy expert advisors and alliances gained from 35 years of experience to guide our clients through various forms of mergers and acquisitions and exit transactions, including tax structure and planning as well as practical real-world advice on “deal points” typically encountered in an acquisition transaction. . With a wealth of dynamic acquisition and exit strategies and tactics at our fingertips, Cornwell Jackson facilitates seamless transitions geared toward acquiring the right target and, if an exit, extracting the most after-tax value.

  • Assessment of optimum exit plan
  • Development of strategy and initial value
  • Address transaction readiness issues
  • Coordinate and address family business issues
  • Coordination of due Diligence
  • Legal and Structure Advisory
  • Net Realized Analysis

A former certified valuation analyst, Gary Jackson, our Tax and Consulting Partner, is a member of the Association for Corporate Growth and the Alliance of Mergers and Acquisition Advisors and actively forges alliances with Private Equity and other capital sources that fund markets for industries served by our clients.

Recent Advisory Services Articles:

Understand Your Social Security Retirement Benefits

For years, people have questioned the viability of the Social Security system going forward. In July, the Social Security Board of Trustees released its annual report on the long-term financial status of the Social Security Trust Funds. The report projects that the combined asset reserves of the Old-Age, Survivors and Disability Insurance (OASDI) Trust Funds will … Continue reading Understand Your Social Security Retirement Benefits

The President-Elect’s Tax Plan: What the Future Could Look Like

With Donald Trump as the president elect and Republicans holding a majority in the U.S. House and Senate, GOP tax reform appears likely in 2017. While campaigning, Mr. Trump promised big tax changes. Here’s a digest of his proposals, according to his website. Individual Tax Rates and Capital Gains Taxes For individuals, President-elect Trump proposes … Continue reading The President-Elect’s Tax Plan: What the Future Could Look Like

How can an audit or review help business owners?

Let’s look at some of the issues that an audit or review can bring to light for business owners and how it helps owners make better business decisions. Keep in mind that experienced external audit teams conduct multiple engagements each year. The best teams stay up to date on changes in audit or review standards … Continue reading How can an audit or review help business owners?