Financial Services
RGA Advisors provides a wide range of services to individuals and businesses in a variety of industries. At RGA Advisors, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:
The range of needs for valuing businesses continues to widen, and RGA Advisors can provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest. Uses for this service include estate planning and compliance, buying and selling businesses, divorce matters, family limited partnerships and ESOPs. There are so many factors that contribute to the perceived value of a business. Our expert help can help you evaluate entities that you have an interest in and guide you towards making business decisions that you feel confident with.
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Cash Flow and Budgeting Analysis
Good cash management can improve a company's liquidity, reduce costs, and increase profitability. RGA Advisors can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. We can help you analyze your spending, rebalance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.
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Mergers, Acquisitions, and Sales
Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, RGA Advisors can provide professional know-how to help you successfully structure and negotiate the deal. RGA Advisors employs careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With our expert advice, you can make the right business decisions for your business for optimum success.
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Entity Selection and Restructuring
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, RGA Advisors can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.
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02.03.10: : RGA Advisors has been ranked #3 on The New York 10 “Best CPAs and Accounting Firms in New York City”. Please Click Here for the full ranking.
11.15.09: RGA has developed a Merchant Service organization in order to extend cost-savings opportunities to its clients in the form of reduced rates for credit card acceptance. Please read more.
11.10.09: RGA has partnered with Your Own CFO, Inc. in order to vastly expand our capabilities in partnering with organizations to create operational efficiencies.
8.7.09: RGA Advisors provides Small Business: Sales Strategies During a Downturn
8.6.09: RGA Advisors releases FAQ's Regarding the Car Allowance Rebate System (CARS) Act of 2009
5.8.09: RGA Advisors appoints Dorothy Stawinski to the position of Vice President of Business Development.
1.9.09: RGA Investment Advisory Services mails its January 2009 newsletter. Read it here. Please subscribe to our newsletter to receive future mailings.
1.5.09: RGA Advisors saves New York medical practice 55% on tax advisory services.
12.31.08: RGA Advisors to expand account management group ahead of Q1 2009.
12.15.08: Jason Gilbert awarded with PFS designation for his expertise in personal finance.
900 Northern Boulevard, Suite 230
Great Neck, NY 11021
New York
192 Lexington Avenue, Suite 230
New York, NY 10016
ph: 888.667.6960
fax: 646.607.3873
info@rgaadvisors.com