Other consulting firms often begin by promising they’ll help you achieve your business goals. We prefer to begin at the beginning by asking a question: What are you trying to accomplish? You might be surprised by the answer.
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Consulting Services Disciplines:

Judith Scarborough

CASE STUDY
Innovative Ideas.
Our clients know better than we do where they want to take their businesses. We help them get there. We question assumptions. We preview potential transactions to ensure they are structured properly.

When our client, the investment manager, wanted to open an office overseas, we were able to assist them in setting up the right entity through CPA Associates International. We participated in discussions with the client, their advisors, and our CPAAI affiliate in the host nation.

The bottom line: We were able to advise our client in a timely and efficient manner for greater growth by having the foresight to extend customer service beyond our borders. By having total communication with all parties, in a holistic fashion, we could innovate more freely on structuring solutions to benefit the client.

Proven Practices.
When we looked at our client’s initial expansion plan, we discovered that it did not comply with the U.S. Tax Code. As we continued our review, we discovered we did not know enough about the statutory and regulatory environment of the country into which they wanted to expand, so we called upon our colleagues there for assistance.

Superior Solutions.
We then applied both proven methods from the U.S. and our overseas counterparts to overcome the obstacles to expansion. This combination of innovative customer service, combined with the proven practices of both countries, allowed for the best solution possible.

By working in collaboration with our overseas colleagues, our client, and the client’s attorneys, we structured an overseas entity to maximize the client’s return on their expansion investment and to minimize its tax impact.

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Performance Measurement
Success is Never Final

Master, Sidlow & Associates takes business consulting to the next level with its performance measurement services. Our team will work with you to determine the critical factors to your business success, and then ensure systems are in place to measure and monitor those factors. This holistic approach combines financial and non-financial indicators and focuses on constant improvement of your business’s performance.
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Personal Financial Planning
Peace of Mind.

As a partner in planning your financial future, Master, Sidlow & Associates establishes an organized approach to achieve financial peace of mind. We believe financial planning is more than financial products; it is an array of services designed to guide you in:
  • Defining your financial goals
  • Identifying strategies to achieve your goals
  • Implementing the strategies for goal achievement
  • Monitoring your progress
  • Updating your plan when goals or circumstances change
Let us coordinate your team of financial advisors to maximize your wealth and assist you in achieving your goals. We can help you:
  • Manage cash flow
  • Review your insurance needs
  • Build education funds
  • Minimize income tax liability
  • Maximize retirement savings
  • Plan for succession of your business
  • Develop an estate plan
  • Create an investment strategy
  • Plan for elder care and other special needs

Why use a CPA/PFS — Personal Financial Specialist?
CPA’s have been trusted and competent financial professionals for more than 100 years, helping individuals thrive in an increasingly complex financial environment.

The hallmarks of this profession include education, experience and ethics. This means you receive competent advice. The Personal Financial Specialist (PFS) enhances the CPA’s credibility in providing knowledge, skills and planning techniques required to offer comprehensive personal financial planning advice. In a nutshell, CPA’s who provide personal financial planning services are able to combine their financial savvy and professional integrity in developing the creative planning strategies you need for financial peace of mind.
Master, Sidlow & Associates can assist you in designing a road map for your future by preparing your Comprehensive Financial Plan.

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Strategic Business Planning
The Next Steps

If your business isn’t moving forward, then it’s standing still, at best, or even going backwards. But how can you think about tomorrow when there’s so much that needs to be done today? Master, Sidlow & Associates specializes in helping clients plan their organizations’ growth, assisting with mergers and acquisitions, and developing succession plans for family and closely held businesses.
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Consulting Services

The Consulting Team at Master, Sidlow & Associates, P.A., helps clients run their businesses more efficiently and more profitably by helping them define their goals, building strategies to reach those goals, and then keeping them on track to achieve their goals.

Business Valuation
For What It’s Worth

When it’s time to buy or sell a business, dissolve a professional partnership or marriage, or place a value on holdings for estate and gift tax purposes, a guess is not good enough. You need precise figures, and our Certified Valuations Analysts’ experience ensures you will get just that. Our CVAs, teamed with our accounting, tax, and consulting specialists, provide reliable valuations for litigation, merger & acquisition, tax and accounting purposes. And, our team is experienced in providing expert testimony in Delaware and Pennsylvania.

 

 

Why use a CVA— Certified Valuation Analyst?

The Certified Valuation Analyst accreditation is a statement to the business, professional and legal community that an individual has attained a high level of knowledge in business valuations as established by the National Association of Certified Valuation Analysts (NACVA). The CVA is an elite accreditation for Certified Public Accountants (CPAs) who are the most qualified professionals to provide business valuation services.

Through extensive training, combined with experience in tax, auditing, accounting for small businesses and financial analysis, CVAs have the necessary background for dealing with the complexities involved in providing business valuation services. To become certified by NACVA, the candidate is required to successfully complete a rigorous training and/or testing process and maintain professional education annually.
Business valuations are necessary in many situations of need or adversity, including:

  • Sale of a business
  • Mergers or acquisition
  • Split-ups and spin-offs
  • Initial public offerings (IPOs)
  • Allocation of acquisition price
  • Adequacy of life insurance
  • Liquidation or reorganization
  • Litigation support


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Forensic Accounting
Thou Shall Not Steal

Take the Fraud Quiz!

Fraud Prevention
Enron, Global Crossing, Tyco, World Com. What do these names evoke? Deceitful employees. Greed. Fraud.

Whether fraud happens on a small scale or at an Enron level, it puts your company’s reputation on the line and can be financially devastating. Business owners cannot turn a blind eye to their surroundings. Owners must keep abreast of financial transactions, personnel, trade secrets and the environment. Fraudulent transactions can happen at any level: the purchasing agents, sales persons, vendors, subcontractors, clerks, and CEOs.

Embezzlement has been committed since ancient times when records were scribed onto stone tablets to account for transactions. If caught cheating, the violator was punished by death. Today, companies have lost billions of dollars by misappropriation of assets.

Employees and associates are only human. And throughout history humans have given into temptation when the circumstances are ripe. The average employee defalcation is between $100,000 and $200,000 and studies have shown that as many as 33% of all employees steal. This does not only happen to Fortune 500 companies. Wherever there is temptation, employee fraud will occur. Owners need to know how to protect their assets and their future.

Internal control is the basic component of safeguarding assets. It encompasses methods and processes to promote reliable data and guard against theft.

Because business owners cannot afford to be victims of employee fraud, Master, Sidlow & Associates, P.A. offers your organization a fraud prevention review. We have designed interviews and questions that will evaluate your risk of fraud. Embezzlement can occur, but with the implementation of controls to reduce the vulnerability to fraud, you will be able to move forward with your business success.

Why use a CFE — Certified Fraud Examiner?

While fraud has been in existence for ages, perhaps at no time has it been more prevalent than now. In today’s era of specialization, Certified Fraud Examiners are widely recognized as experts in the anti-fraud field. They have the expertise to resolve allegations of fraud from inception to disposition, gather evidence, take statements, write reports, testify to findings, and assist in the prevention and detection of fraud.

The CFE designation is awarded to applicants who have a reputation for high moral character and the proven expertise to detect, prevent and investigate a wide range of fraudulent conduct. CFE’s agree to abide by a code of professional ethics established by the Association of Certified Fraud Examiners. Most major U.S. corporations, businesses and government agencies employ CFEs, as do many international organizations.

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Litigation Support
The Scales of Justice

In our litigious society, the verdict often depends on who puts the best experts in the witness box. Master, Sidlow & Associates’ CPAs are experienced in developing sound evidence and delivering it so the court and jury can understand it. Our areas of expertise include damage measurement and quantification, economic loss analysis, marital dissolution, contract disputes, business separations, opposing expert report analysis and rebuttal, and fair value determination in dissenting shareholder or oppression actions.
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Master, Sidlow & Associates, P.A.
2002 West 14th Street | Wilmington, DE 19806
Phone 302.652.3480 | Fax 302.656.8778
imail@mastersidlow.com