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Adler & Blanchard LLP Launches Business Advisory
Services
Working with RossFialkow Capital Partners
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Burlington, MA., June
xx, 2005 –
Adler & Blanchard LLP, a full service CPA firm serving a
wide range of local, regional and national business
clients, including corporations, partnerships, sole
proprietorships, not-for-profit organizations and
individuals, announced today the formation of a new
division: Adler & Blanchard Business Advisory
Services. The principals of the firm have
established an exclusive alliance with Ross Fialkow
Capital Partners LLP. The entity will be a wholly owned
division of Adler & Blanchard, LLP. Working with
RossFialkow enhances Adler & Blanchard’s range of
services allowing them to link their client’s financial
results with a plan for their future business goals.
“Clients confide in us,” said Irving Adler, founding
partner of Adler & Blanchard. “They talk about many of
their concerns, such as succession planning, financing,
selling their business, business valuation, and family
issues. We believe offering our clients advisory
services utilizing RossFialkow’s expertise provides a
‘one stop’ approach that many of our clients prefer.”
Traditionally, CPA firms offer a range of accounting,
tax and financial planning services. But the reality is
that all of these offerings are, in fact, tied to the
individual’s or company’s ongoing activities and
operations. Looking at the financials is often a
lagging indicator of what is going on in a business.
Capitalizing on the trust and financial understanding of
a CPA firm like Adler & Blanchard can be further
leveraged by connecting directly to strategic and
tactical business services which work together to drive
future profit and growth. Privately held or family owned
businesses, in particular, can derive a major advantage
from Adler & Blanchard’s business advisory approach.
Rather than engage an entirely separate entity to work
through operational issues, using a firm that already
has a deep understanding of the client’s situation can
shorten the time necessary to address pressing problems
and decisions.
“We are in a position to complement Adler & Blanchard’s
strong financial understanding of their clients’
business,” said Jay Fialkow, Managing Partner at
RossFialkow Capital Partners. “By adding our objective
advice and counsel in the areas of family and partner
dispute, strategic business planning and business
operations, together we provide a complete team for the
Adler & Blanchard client.” A very important benefit
for clients of the Business Advisory Service is the “on
the ground experience” that Jay Fialkow and
Jeffrey
Ross bring to the table. With over 40+ years of
operational experience, they have advised hundreds of
privately held, mid-size, and family businesses –
including the buying, selling and management of
companies, as well as corporate restructuring and
positioning for managed revenue growth ranging from $7M
to $60M. This extends Adler & Blanchard’s offerings to
now being able to assist clients with their total
business from Accounting and Tax to
Mergers/Acquisitions, Succession Planning, Financing –
Equity and Debt, Family Management Issues, and Creation
of Boards of Advisors.
About Adler &
Blanchard
Adler & Blanchard LLP
is a full service CPA firm committed to developing
client relationships built on trust and service.
Established in 1984, the firm has been proudly helping
their clients achieve their financial objectives for the
last 20 years. Their services include:
Accounting and Auditing, Tax Preparation and Planning,
Technology, and Specialized Services. For more
information, go to
www.abccpa.com.
About RossFialkow
Capital Partners, LLP
RossFialkow is a strategic planning firm focusing
on small to mid-sized privately held and family
businesses. Founded in 1999, the firm brings over five
decades of experience in advising privately-held
businesses, and has established effective, personal
working relationships with various financial
institutions and strategic buyers. For more information,
go to
www.rossfialkowcapital.com. |
