Our team includes professionals with a unique
combination of tax, accounting, transaction, valuation,
management, IT, and operational experience. This broad
foundation of experience allows us to deliver meaningful
advice based on first-hand knowledge of the operational
and financial issues impacting our clients.
Our core services consist of the following:
Finance and accounting department optimization
Strategic planning and forecasting
Accounting and ERP system analysis
Operational performance improvement
Financial structuring and cash flow management
Business Succession Planning
There are many stages in the life cycle of a business.
While taking the business from a concept to the actual
operations require the owner’s upmost attention and time.
One important area that cannot be forgotten is how the
owners will eventually exit the business. Louis Plung &
Company’s experienced professionals navigate you
through the many options both tax and estate issues that
should be considered as part of business succession
planning available to maximize both income and estate tax
efficiencies.