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Management Advisory Services

Whatever stage of development  your business is in, SJU is experienced in providing consulting services to enhance the growth of your company. 

In a start-up situation, we work closely with your attorney to assist you in choosing the type of structure that will best fit your overall business and tax needs.
  • Our assistance in preparing and analyzing forecasts for your business can provide for a more successful result. We can help you shorten the financing process with banks, mezzanine lenders, and other sources of loans and equity investments.

As you grow,  our assistance in helping you structure management incentives includes compensation plans and benefits programs. We help you with the implementation of qualified and non-qualified profit sharing plans and cafeteria plans.

We help you restructure your financial statements to reflect product lines, locations, commonly managed profit centers, incremental contribution margins for new and mature products, overhead costs, and cost centers that will help you gain a better understanding of your business.

Our role in the development of exit strategies, including family transfers, key employee transfers, buy-sell agreements, merger, acquisition, and outright sale of the business will help you maximize the value of your business. 
Member - American Institute of CPAs
Member - Rhode Island Society of CPAs
Member - Integra International

© Sparrow, Johnson & Ursillo, Inc. 2021