Consulting & Strategy –
Customized Solutions That Drive Profitability
At Monroe Shine, our Business Consulting and Strategy services are designed to help you make smarter decisions, drive growth, and improve profitability. Our experienced CPAs and advisors go beyond traditional accounting to deliver actionable insights while working closely with business owners and leadership teams to identify opportunities, reduce risk, and align financial goals with long-term business objectives. Whether you’re launching a new venture, scaling operations, or navigating economic uncertainty, our tailored CPA consulting services provide the clarity and direction you need to succeed in a competitive marketplace.
Consulting & Strategy Services
Business Valuation
Monroe Shine provides professional Business Valuation services to help business owners, attorneys, and financial professionals understand the true worth of a company. Whether you’re planning a sale, navigating a merger or acquisition, managing estate or gift tax planning, or handling shareholder disputes, our Accredited in Business Valuation (ABV) and Certified Valuation Analysts (CVA) experts deliver accurate, defensible valuations backed by industry-standard methodologies. We specialize in valuing closely held businesses across a variety of industries and provide detailed reports tailored to your specific purpose – compliant with IRS, legal, and financial reporting requirements. With our expert insight, you gain the confidence to make informed financial decisions and plan strategically for the future.
Employee Benefit Planning
We specialize in helping businesses design, implement, and maintain compliant and cost-effective Employee Benefit Plans that attract and retain top talent. Our experienced CPAs and advisors provide comprehensive support for a wide range of retirement and benefit plans, including 401(k) plans, profit-sharing plans, pension plans, and employee stock ownership plans (ESOPs). We also assist with plan audits, compliance testing, plan design consulting, and guidance on IRS and Department of Labor (DOL) regulations to ensure your plan meets fiduciary responsibilities and regulatory requirements. Whether you’re establishing a new plan or reviewing an existing one, our team delivers the expertise you need to protect your business and support your employees’ financial well-being.
Succession Planning
Our strategic Succession Planning services help business owners smoothly transition leadership, protect company value, and ensure long-term business continuity. Whether you’re preparing for retirement, transferring ownership to the next generation, or planning for an unexpected event, our experienced CPAs and advisors work closely with you to create a customized plan that aligns with your personal and financial goals. We assist with ownership transition strategies, business valuations, estate and tax planning, and leadership development to minimize risk and maximize value. With a proactive, structured approach, Monroe Shine helps ensure your business is prepared for the future – on your terms.
Credits & Incentives
Monroe Shine’s Credits & Incentives consulting services help businesses uncover valuable tax savings opportunities through federal, state, and local programs. As part of our broader consulting and strategy services, we work with companies to identify and claim available tax credits, such as the Research & Development (R&D) Tax Credit, work opportunity credits, investment incentives, and state and local economic development programs. Our CPAs and advisors evaluate your operations, expansions, and hiring strategies to align them with qualifying incentives – maximizing cash flow and reducing tax liability. With expert guidance and strategic planning, we ensure you take full advantage of opportunities to reinvest in your business and fuel growth.
Cost Segregation Studies
Our Cost Segregation Studies services help businesses maximize tax savings by accelerating depreciation on commercial properties. Our experienced CPAs perform detailed cost segregation analysis to identify and reclassify components of your property into shorter depreciation schedules or lives, which can lead to significant tax deductions in the early years of ownership. This strategy is particularly beneficial for businesses that have recently purchased, constructed, or renovated commercial real estate. By optimizing your tax depreciation, we help you free up cash flow, reduce your current tax liabilities, and improve your overall financial position. Whether you own office buildings, manufacturing facilities, or retail spaces, our cost segregation services provide a tailored approach to maximize your investment’s tax efficiency and keep more money in your business.
Mergers & Acquisitions
Monroe Shine provides expert Mergers & Acquisitions (M&A) consulting services to support business owners and investors navigating the complexities of buying, selling, or merging companies. As part of our strategic advisory services, our CPAs and financial consultants offer support throughout every stage of the transaction – including business valuations, financial due diligence, tax structuring, deal negotiation, and post-transaction integration planning. Whether you’re acquiring a competitor, preparing for a sale, or exploring a strategic partnership, we deliver the financial insight and guidance needed to reduce risk, maximize value, and ensure a successful outcome. With Monroe Shine, you gain a trusted partner committed to helping you achieve long-term business growth through smart M&A strategies.
Litigation Support
Our specialized Litigation Support services for businesses, individuals and attorneys involved in financial disputes, legal proceedings, and complex litigation matters provide expert analysis, credible financial reporting, forensic accounting, economic damage calculations, and expert witness testimony. Whether you’re handling commercial disputes, shareholder conflicts, fraud investigations, or marital dissolutions, we deliver objective, defensible financial insight that stands up in court. With a reputation for accuracy, professionalism, and strategic thinking, Monroe Shine supports your legal team with the financial clarity needed to build a strong case and reach a successful resolution.
Industries
Monroe Shine services a diverse national client base across a broad range of industries, providing expert CPA and business consulting strategies with an aim to exceed client expectations.
