Consulting Services

Mergers and Acquisitions

Through our many years of practice we, at Agee Fisher, LLC, have developed a wide range of experience in consulting on all aspects of business acquisitions and mergers, generally ranging from $1 million to $100 million. We have developed a thorough understanding of the unique issues involved in a business transition—from a financial, tax, and business strategy perspective, as well as an emotional perspective. Whether representing the buyer or seller, the scope of service we provide is completely comprehensive. We commonly arrange the financing, from both private and commercial sources, and routinely represent the client through the closing of the transaction.

Business Valuation

The business valuator is fast becoming one of the most important advisors for increasing the value of a business. By assisting management in identifying, quantifying, and monitoring the value drivers of a business, we are able to establish benchmarks, and compare them to future valuations. This process enables managers to determine how the changes to some or all of the value drivers affected the net worth of the business.

We can also prepare valuations to assist our clients with purchasing and selling businesses, mergers and acquisitions, determining a compensation basis for stock options, and more.

Compensation, Benefits, and Retirement

Compensation is more than a paycheck; it is a complete package, which contains many benefits that should be taken advantage of, both by the employer and the employee. In today’s market, creative compensation packages are essential to attracting and retaining quality employees. We will help you explore the many different areas, so that together, we can create the plan that is best for you. These areas include:

  • Accident and Health Benefits
  • Deferred Compensation
  • Auto Reimbursements
  • De Minims Fringe Benefits
  • Awards
  • ESOPs
  • Cafeteria Plans
  • Fringe Benefits
  • Company Airplanes
  • Golden Parachutes
  • Company Provided Vehicles
  • Incentive Stock Options
  • Company Retirement Plans
  • Indirect Compensation

Retirement Planning

When it comes to retirement, it’s never too early, or too late, to start planning. We will show you how to maximize your tax savings, and your contributions to the most appropriate retirement fund, so that you can make the most of your income. Whether it is a ROTH IRA, Regular IRA, 401K Plan, Simple IRA, or any other qualified retirement planning vehicle, we have the expertise to help you prepare for your future.

Information Technology

AgeeFisherBarrett, LLC offers Computer Networking services. Your network and email systems are the life-blood of your company. The capability of these systems to perform at a high level reliably and expeditiously is paramount to your success. At AgeeFisherBarrett, LLC, we can design, implement and support your network and computing systems. We can provide assistance in helping you make informed decisions regarding new installations or your current computer network and server systems allowing you to focus on day-to-day business.

Computer Networking Services:

  • Consulting
  • Network Design
  • Network Implementation
  • Installation and Support
  • Workstation Operating System and Software Installation
  • Server Configuration and Installation
  • Network Software Installation
  • Network Support
  • End User Training
  • Internet Connectivity
  • Web Development
  • E-Commerce

System Analysis/Documentation

We have the expertise and experience to analyze your internal systems and provide meaningful documentation that will help management in the decision-making process.

Over 25 years of experience with systems of a wide variety of small, medium and large businesses allow our professionals to identify the strengths and weaknesses of your specific system. This system analysis could mean the difference between profits or losses and ultimately market survival.

Our analysis will provide invaluable guidance to enhance the foundation of your business and lead you on the road to long-term growth and success among your competitors.

Contact us today and get started.

Controls Compliance

Learn how to maintain control over your control environment while satisfying regulatory obligations and maximizing the operational and reporting functions of your business.

AgeeFisherBarrett, LLC understands the importance of effective controls to the function of your enterprise and we will help you navigate through changing business conditions to emerge a leader in your respective industry.

Services include SAS 70, Trust Services, compliance related examinations, business and general computer controls testing, agreed-upon procedures, and consulting services related to preparing for internal control audits.

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Business Succession Planning

We understand the ultimate goal of most closely held organizations is either to become a legacy business, passed down through the family, or to ultimately be sold to others, providing financial resources for the owners to benefit themselves, their family, and often charitable causes.

Our succession planning professionals help clients identify long-term objectives and develop strategies consistent with accomplishing them. The succession planning process for the multi-generational business also considers the unique dynamics of family relationships in making recommendation for passing control from one generation to the next.

We have the experience creating the strategic succession plans that assure business continuity—and mutual benefit for key parties involved.

Our succession planning services include:

  • Determining how to effectively and fairly treat family members involved in the business—and those who are not
  • Assistance with merger and acquisition strategies
  • Tax planning to maximize ultimate value to owners
  • Strategies to optimize value in the few years leading up to the sale
  • Periodic re-evaluation and refinement of existing plans
  • Advice on when to transfer asset ownership versus the transfer of control
  • Managing inter-generational conflict
  • Helping to maintain focus on the financial needs of initial owners during the transition planning