Services
Cleveland Ivy, LLC provides accounting, tax, finance and advisory service that will facilitate our clients' to optimize their individual and business goals. The clients individuals, non-profits, for profits and private equity businesses that are in the professional services, healthcare, healthcare services, retail, real estate and food service industries
Tax
We prepare:
-
Individual tax returns
-
Business tax returns
-
Not-For-Profit tax returns
-
Foreign Nationals and Expatriate
-
Payroll and sales tax returns
-
Audit defense
Accounting
We prepare:
-
Financial statements
-
Budgets and forecasts
-
Business Plans
-
Internal controls
-
Forensic accounting
-
Fraud prevention
​
Advisory
We advice our clients regarding:
-
Growth and scale
-
Business and Economic Trends
-
Operation management
-
Treasury and risk management
-
Cost strategy and management
-
KPIs and dashboards
-
Business succession
-
Executive and management search
​
Mergers & Acquisitions
Whether acquiring a business, planning the sale of one, or seeking a merger, Cleveland Ivy LLC offers deal structuring and financial advice to ensure that your company manages tax risk and optimizes future net cash flows.
Experienced M&A professionals will help you identify potential opportunities and hazards and can present an analysis of various after-tax scenarios. Keen eye for uncovering the facts quickly and provides you with a thorough understanding of the financial position.
Services for Business Acquisitions Include:
-
Financial due diligence
-
Tax due diligence
-
Tax-efficient structuring of the acquisition deal
-
Guidance with negotiating terms of the deal
-
Financing referral assistance
-
Business Valuation Services
-
Investment Banking
Services for Selling A Business:
-
Planning prior to listing the sale
-
Financial statements audit
-
Business Valuation services
-
Assistance with due diligence in the deal
-
Tax-efficient structuring of the sale
-
Assist with negotiating terms of the deal
-
Tax planning and projection consulting
-
Estate planning/Wealth preservation strategies
Revenue Cycle Management
At Cleveland Ivy, LLC we appreciate the importance organization place on the generation and protection of cash. Through revenue cycle management service we provide detailed plans, procedures and policies to generate and protect cash. Also, implement internal controls to reconcile accounts receivables.