What we offer
  • Wealth Management
  • Taxes and Accounting
  • Financial Planning
  • One to One Support
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service

Consulting

Flexible Strategies for Business Growth

As your business grows, managing everything on your own can hinder progress and limit potential. KV & Associates offers consulting services to help you create a roadmap for accelerated growth, from business acquisition to succession planning.

We provide strategic guidance to help you:

  • Identify areas impacting profitability
  • Develop practical, financially sound solutions

Let us help you unlock your business’s full potential with tailored strategies for sustainable success.

Succession Planning

Depending on your wishes and circumstances, we help you plan for a succession of future family members or prepare for the eventual sale of your business.

Business Acquisition

Acquiring or merging with another business is a significant decision. A qualified CPA representing your interests ensures a successful outcome.

Expansion Planning

Preparing a strategic plan identifies opportunities and helps you clarify your business’s direction, be that starting a new venture or launching a new product or service.

Business Financing

Part of managing your business successfully is helping it reach its full potential. In addition to providing guidance in specific financing transactions, we review your business strategy and identify strategic solutions to help you acquire financing while reducing risk.

Business Training

We have an extensive list of business resources at our disposal with answers to all of your questions that will help you gain financial confidence and clarity. We put you on the path to success with the assurance to make strong business decisions to reach your goals and beyond.

Business Valuation

Business valuations help you identify areas of potential growth and innovation. They also help sellers, buyers, and lenders determine what your business is worth for purposes of sale and financing opportunities. Our tried and true process will help you get the most out of your business.

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Other Services

Bookkeeping

Effortless Bookkeeping That Keeps Your Finances on Track

Financial Statements

Gain Peace of Mind with Expert Attention to Your Finances