Advisory Services

At McCullough Rossi, your success is our success. We believe in leveraging our experience and training to help our clients plan business strategies, resolve financial issues and reach their goals. In addition to our McCullough Rossi team, we have built relationships with local leading advisors in other disciplines to help connect our clients with appropriate resources.

Business Succession

With our large base of privately held and family-owned businesses, we recognize the importance of providing for business continuity and succession of ownership to ensure the orderly transfer of assets to the next generation, as well as provide security to the current owners as they step back from daily responsibilities. During succession planning, we also work with our clients to reduce or eliminate the tax due on the transfer of businesses and other assets.

Advisory Services

In addition to general business and business succession consulting, our advisory services include:

• Long- and short-term business planning
• Turnaround management
• Assistance with buying or selling a business, including review of the potential tax effects and preparing a business for sale
• Planning for closely held business interests
• Litigation support
• Business and financial issues arising from divorce
• Agreed-upon procedures

“They provide the support I need and I know they can do more than I need.”