Business Advisory Services • Aldrich CPAs | Wealth | Consulting | Portland

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Services
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Business Advisory

Business Advisory Services

Guiding our clients at every stage of business.

Wherever you see a successful business, you see where someone once made a courageous decision.

Facing Challenges, Opportunities and Goals

A fresh, objective perspective backed by expertise in your specific industry.

We help business owners address the unique challenges facing them and take advantage of new growth opportunities to accomplish their short and long-term goals. The essence of our business advisory services is to provide timely and useful information that leads to real and lasting solutions and help your business rise to the challenges of a complex global economy, leveraging opportunities that increase profitability and the overall value of your business. Our consultants are innovators, troubleshooters and problem solvers ready to help you achieve success.

What We Do
Business Valuations

Are you buying a business, adding an owner or considering a sale? Let us help determine the value of your business.

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Business Succession Planning

One day, the business you've built will be transitioned to new owners. Do you have a plan?

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M&A Advisory

Mergers and acquisitions are often once-in-a-lifetime transactions. A trusted partner with years of experience is key.

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Financial Due Diligence

Are you buying or investing in a company and want to ensure the quality of the financial information?

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Business advisory services:

  • Business succession planning
  • Valuation services
  • Benchmarking and financial metrics
  • Acquisition and transaction support
  • Organizational development consulting
  • Business strategy and planning
  • Operational reviews
  • Board effectiveness and planning
  • Business process improvement
  • Benchmarking and performance criteria
  • Financial projections, models and budgets
Meet Our Professionals
Connect with Carl
Partner

Carl Pinkard, CFP®, CEPA

Aldrich Wealth LP

Since 2002, Carl Pinkard has specialized in working with high net worth families, business owners and medical practitioners, providing financial planning and consulting services. He also works with pension committees and assists with a number of non-profit organizations. As a leader of our Private Wealth group, Carl helps shape our comprehensive and integrative service model…

Carl's EXPERTISE
  • Business owners
  • High-net worth families and individuals
  • Financial planning and consulting services
  • CEPA, Certified Exit Planning Advisor
  • Certified Financial Planner™
Connect with Carl
Write to Carl
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Meet Our Professionals

Business Advisory

Jeanne Taylor, CPA, CVA®, CM&AA, CEPA®
Partner Emeritus
Doug Davison, CPA, CEPA®
Partner
Michelle Barnett, CRRA
Partner Emeritus
Write to Jeanne
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Expertise:
  • Closely-held businesses
  • Tax minimization strategies
  • Strategic tax planning and compliance
  • Certified Exit Planning Advisor (CEPA)
  • Certified Mergers & Acquisitions Advisor (CM&AA)
  • Certified Business Valuation Analyst (CVA)
  • Certified Public Accountant

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Write to Doug
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Expertise:
  • Telecommunications
  • Utilities
  • Certified Exit Planner (CEPA)
  • Certified Public Accountant
  • Business transition and succession planning

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Write to Michelle
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Expertise:
  • Modeling and rate design studies
  • Telecommunications and utilities
  • Public utility, regulatory matters and tariff administration
  • Certified Rate of Return Analyst (CRRA)

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