Consulting

Startup / Financial Modeling:  If you have a new business concept or want to take your business to the next level, we prepare comprehensive financial models that can assist you in determining the viability of your concept as well as marketing to potential investors and creditors through Private Placement Memorandum consultations .  Our models have been used to support successful complete transactions ranging from $3 million to over $500 million.

Acquisition Due Diligence:  If you are considering purchasing a business, we can assist you in performing due diligence procedures as well as structuring the deal terms.  Due diligence procedures are designed to provide you with some limited assurance as to the accuracy and completeness of the representations provide to you by the seller.

Fair Value:  Whether you are selling or purchasing a business determining a fair value can be difficult.  We can assist you in determining a reasonable fair value.   If you are considering selling your business, we can assist you in preparing for the marketing of your business in the best financial light.  

Succession / Exit Planning:  We have assisted our clients in planning for the succession and/or exit of their business.  We work with seasoned attorneys in this area to assist you with a structure that best fits your needs.

Visit

1508 Hodges Street

Lake Charles, LA 70601 

Call

T: 337.905.7117

F: 337.905.7118 

© 2025 by

Brian R. Jones CPA, LLC.