Business Advisory

Lear & Pannepacker, LLP has developed a wide range of business advisory services designed to allow you to understand your needs and goals, and then harness our knowledge and experience so that we can provide you with the guidance needed to successfully run your business. Our team of trained professionals are focused on ensuring that our client always receives the personal service and reliable support and advice needed in today’s economic environment. We offer a comprehensive and diverse set of services offerings to suit both your needs and budget.

Business Planning

  • Agreed-upon procedures
  • Bank financing and loan assistance
  • Buy-sell: Formulas and point-in-time valuations
  • Forensic Analysis
  • Phantom stock agreements
  • Real estate acquisition and disposition planning
  • Strategic planning and synergistic buyer analysis
  • Tax planning

Mergers and Acquisitions

Whether you need assistance with the sale of your business or are looking to make a strategic acquisition, our team is here to guide you through the many steps of the merger and acquisition process. Our mission is to understand your goals and harness our knowledge so that we can provide you with the guidance needed to successfully navigate the complex buying or selling puzzle.

Services for purchasing a business 

  • Financing assistance
  • Financial due diligence
  • Industry research
  • Tax due diligence
  • Tax structuring of the acquisition

Services for selling a business 

Pre-deal planning
  • Audit of company’s financial statements
  • Business valuation services
  • Ensuring accurate recordkeeping
  • Planning for strategy implementation
Deal planning
  • Due diligence
  • Tax planning and projection
  • Tax structuring of the sale
Post-deal planning
  • Continuing relationships with former owners to assist with transition
  • Estate planning
  • Ongoing tax planning
  • Wealth preservation strategies

Business Valuations

Whether you’re considering a generation transfer, taking on a new partner, or drafting a buy/sell agreement, business valuation is critical. Some of the benefits include:

  • A valuation is a crucial component of corporate and partnership agreements in determining buy/sell and retirement provisions
  • Estate and gift tax planning – a valuation may help minimize tax liability and maximize the transfer of wealth
  • In shareholder disputes, litigation situations or divorce proceedings an accurate valuation can be key in bringing about equitable resolutions
  • Succession planning helps determine tax strategies for transferring ownership interests

Meet Our Team

Steven G. Sciortino, Jr.

Partner

Dennis R. Kilfeather

Senior Supervisor

Scot D. Pannepacker

Partner

MAKE AN APPOINTMENT

Our tax service professionals are available to answer any questions you may have!

Fill out the form or give us a call and we’d be happy to assist you.