At the RFM Group, we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law.

These services include but are not limited to:

  • Entity selection and restructuring
  • Accounting software selection, implementation, and support
  • Business valuations
  • Financial projections and forecasts
  • Debt and finances advising
  • Mergers and acquisitions
  • Transaction structuring and negotiations
  • Business succession

Entity Setup & Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, RFM Group can advise you on choosing an entity type and later restructuring if advantageous.

Employee Benefits, Pension, and Profit-Sharing Plans

Choosing and administering benefit plans for your employees is often a complex process. The RFM Group can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward maximizing tax advantages.

Cash Flow and Budgeting Analysis

Good cash management can improve a company’s liquidity, reduce costs, and increase profitability. The RFM Group can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly.

Financial Projections and Forecasts

No one can predict the future perfectly, but we can all benefit from planning for it. The RFM Group combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Depending on your needs, our work can range from top-level reports to detailed financial models.

Debt and Finance Advising

Whether your needs are corporate or personal, the RFM Group’s professionals can assist you in sorting out the different options available for debt management and financing that will result in optimal tax implications.

Mergers, Acquisitions, and Sales

Business transactions and transitions are complicated affairs, and whether you’re buying, selling, or considering a potential merger, The RFM Group can provide professional know-how to help you successfully structure and negotiate the deal. RFM Group employs careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics.