Our Asset and Liability Analysis services are designed for business owners in California and nationwide. We deliver a comprehensive assessment of your financial position, helping you effectively manage liabilities, optimize assets, and strengthen overall financial stability. Our experienced professionals develop customized strategies aligned with your business structure, identify potential tax advantages, and support informed capital-raising decisions. Partner with us to navigate complex financial planning with confidence and drive sustainable business growth.
As a business owner, securing capital is often essential to support growth, expansion, and long-term sustainability. Even the strongest balance sheets may include a strategic level of debt. There are multiple avenues for raising capital—such as equity financing, debt financing, and hybrid solutions—each with distinct advantages and considerations.
HMS Consulting Group provides comprehensive Asset/Liability Assessments designed to help businesses evaluate financing options and develop sound capital-raising strategies. Our experienced financial accountants deliver in-depth analyses to determine what your business can reasonably afford from both a financial and tax perspective.
In addition, our tax consultants will:
Evaluate existing debt obligations
Provide guidance on managing current debt, including consolidation strategies
Analyze assets and liabilities and offer recommendations aligned with your business structure
Identify applicable tax deductions and financial benefits
Assist in navigating required documentation to secure appropriate financing
Our goal is to help businesses make informed, strategic decisions that support growth while maintaining fiscal responsibility and compliance.
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Disclaimer
HMS Consulting Group is not a law firm, does not employ attorneys, and does not provide legal advice. The information and services offered are not a substitute for legal counsel. Clients are encouraged to consult a qualified attorney for all legal matters.
HMS Consulting Group is not a CPA firm. Our enrolled agents are federally authorized tax professionals who have demonstrated technical expertise in taxation and are licensed by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service, including audits, collections, and appeals.
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