Business Valuations
SF + Co. has a Certified Valuation Analyst who is a member of NACVA (National Association of Certified Valuation Analysts). We can assist you in determining the fair market value of a business, assist in buying or selling a business, help business owners determine value in connection with their buy/sell agreement, determine a property settlement in a divorce, or determine a value for estate and gift tax purposes.

For more information, please contact:
Thomas P. Goekeler, CPA, CVA

Cash Flow & Budgeting Analysis
A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

For more information, please contact:
Thomas P. Goekeler, CPA, CVA

Management Advisory Services
SF + Co. can assist in bringing your company to its full potential through such services as design and installation of accounting systems, office automation, computer assistance, forecasts and projections, fraud detection, and operational reviews.

For more information, please contact:
Thomas P. Goekeler, CPA, CVA

Estate Planning
Inflation, valuation, the unavailability of the marital deduction, the possibility of inheritance may make your taxable estate larger than you anticipate. Estate planning involves much more than simply minimizing estate taxes. Our planning embraces all aspects of preparing for your family’s financial security. Our experience and understanding will be particularly helpful in that endeavor.

For more information, please contact:
Leslie J. Jones, CPA
Gary L. Maddux, CPA

Investment Advisory Services
Through our registered investment advisory firm, Harvard Advisors L.L.C., we offer investment management services to individuals, businesses, trusts, charitable organizations and retirement plans. Our alliances with top money management firms allow us to offer this service both competively and with the highest degree of professionalism.

Services included:
  • Asset allocation and management
  • Portfolio design
  • Portfolio performance measurement
  • Income tax planning

For more information, please contact:
John P. Bachle, CPA
Robert W. Folger, CPA

Employee Benefits and Retirement Planning
SF + Co.’s benefit professionals provide the services to establish and maintain employee benefit plans to enhance an employer’s compensation package. We assist with profit sharing and pension plans, flexible benefit plans that include 401(k) and cafeteria arrangements, and deferred compensation incentives. Our professionals are here to assist in planning a cost-effective benefit program as well as providing compliance with IRS, ERISA Industry Committee (ERIC) and Department of Labor (DOL) reporting requirements.



For more information, please contact:
Kevin F. Fite, CPA