Business Consulting

Wegmann Dazet didn’t earn its reputation as the Entrepreneur’s CPA® by merely filling out tax returns or completing checklists on your financial statements.  When it comes to our role in the financial management, growth and operations of your business, the word “proactive” might just be an understatement.

Have you ever asked yourself how your sales can be skyrocketing, your margins shrinking and what can you do about it?  Do you lose sleep wondering if an acquisition will be a boon or bust to your bottom line?  Does your CPA visit with you on your growth plans or keep tabs on your tax strategy based on a periodic review of your finances?

For Wegmann Dazet’s clients, answers to questions like these are inbred in our service offering and quite often, we are addressing the answers with our clients before the question is asked.

Unique too is our special team that focuses on the needs of Emerging Businesses.  We know that all of our largest clients were once the dream of an entrepreneur.  The team’s goal is to do the necessary hand holding and provide the kind of guidance to this growth market that will help them keep growing.

At Wegmann Dazet, we are CPAs.  Our DNA is built on Business Consulting.

We are the Entrepreneur’s CPA®.

Click below for more information about:

Business Valuations

Valuations lie at the heart of most major corporate transactions; from mergers and acquisitions to financial reporting and litigation, as well as many individual matters such as divorce proceedings, taxes and personal injury. These situations require objective and comprehensive valuations. Regardless of your need, when the valuation of a business is an issue, we can provide an independent, knowledgeable, and credible valuation performed by certified professionals to withstand the scrutiny of the taxing authorities and the courts.

Since we approach valuation as a science and an art, our clients benefit not only from proven valuation techniques, but also from our highly developed business instincts drawn from years of experience. We do not offer a “cookie-cutter” approach at Wegmann Dazet. Our clients depend on our comprehensive knowledge of valuation theory; our ability to focus on industry specific valuation drivers; and ability to understand the financial performance of the subject company.

Wegmann Dazet’s Business Advisory & Forensic Services professionals hold various designations:

  • Certified Public Accountant (CPA)
  • Accredited in Business Valuation (ABV)
  • Certified Fraud Examiner (CFE)
  • Certified in Financial Forensics (CFF)

Our team’s extensive experience in financial and tax matters, as well as with valuation methodologies and techniques, uniquely qualifies us to perform business valuations in many contexts. We are committed to providing the highest level of service, integrity and dedication to our clients.

We are experienced in and regularly provide valuation services for the following situations:

  • Mergers, Acquisition or Sale of a Business
  • Pre- and Post-Acquisition Assistance
  • Gift and Estate Planning and Taxes
  • Bankruptcy and Insolvency Litigation
  • Divorce and Matrimonial Matters
  • Business Interruption and Insurance Claims
  • Commercial Litigation
  • Buy-Sell Agreements
  • Shareholder Disputes

Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company’s day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan. Here are some questions you may wish to ask yourself:

  • If you die unexpectedly, can your family continue to run your business?
  • If your family cannot run your business, who can?
  • If you die unexpectedly, will your family have sufficient liquid resources to hire someone to replace you?
  • If your family cannot run your business without you, you should consider their liquidity needs.
  • If you die unexpectedly, and have partners, will they pay your family a fair price for your business?
  • Do you have a buy/sell agreement?
  • Do you have a management succession plan in place?
  • Have you considered the impact of estate taxes on your family business?

These are only some of the basic issues for which you should have answers. There are many more. Is it time to consult with a Wegmann Dazet professional to see how we can assist you in this important planning area?

Cash Flow & Budgeting Analysis

Wegmann Dazet can assist clients to achieve superior financial and operational results. Our professionals work with organizations at an enterprise level to evaluate business operations, define improvements, facilitate change management and reconcile operational improvements with financial performance.

We assist organizations in transitions, those that are underperforming, those seeking profit improvement, and those in the midst of a significant acquisition. Whatever the situation, we provide critical integration services in rapid response to our clients’ financial performance needs. Our seasoned professionals lend credibility and support, instilling confidence in our clients’ investors, lenders and internal constituencies by taking an active, hands-on role during turbulent economic times to improve profits and facilitate cost savings.

Our Profit Improvement Services

  • Operating matrix comparisons to peer industry norms
  • Detailed financial planning to define clear objectives, activities, timelines and performance measures
  • Pro forma financial modeling to determine financial goals and to reconcile actual results
  • Performance monitoring to reconcile targeted objectives to actual performance, and follow up on activities to meet longer-term goals

Financial Forecasts & Projections

Growth…it has often been said that if you are not growing, you are dying. As Will Rogers said, “Even if you are on the right track, you’ll get run over if you just sit there.”

So what does that mean for your business? How do you know what’s the right growth strategy, what’s the right acquisition or how do we assess the financial impact of our ideas?

That’s when you can rely on the Wegmann Dazet professionals to assist you in clearing the picture, helping to identify potential pitfalls in your plan or scope out the real financial picture of an acquisition target.

Cash flow projections, financial forecasts, due diligence…all vital in the support of your growth plans and all are integral parts of the level of service Wegmann Dazet brings to each of its clients.

Mergers & Acquisitions

Buyers, lenders and sellers involved in mergers or acquisitions must identify the risks and the opportunities associated with the business under consideration. Conducting effective financial due diligence can help buyers and lenders structure strategic transactions and avoid costly mistakes. It can also help sellers better understand the strengths and weaknesses of their position pursuant to a deal.

Wegmann Dazet provides financial due diligence and transaction support services to buyers, lenders and sellers in a variety of transactional situations. We assist strategic and financial buyers focused on historic and projected financial performance, developing a more complete picture of the financial realities of a target business by reviewing the quality of earnings, conducting integration assessments and assessing the purchase price model.


In any merger or acquisition, financial due diligence is important not only for negotiation purposes but also to identify future growth opportunities and post-acquisition strategies. Our seasoned professionals incorporate a unique blend of investigative, analytic and financial skills, with a focus on the strategic value of the target business that is the subject of the transaction.

Transaction Support

No two businesses are exactly alike, and no single due diligence strategy will satisfy every buyer or lender. Wegmann Dazet customizes its approach to each transaction to meet our client’s specific needs. Some of the more common financial due diligence steps are related to:

  • Assessing financial trends
  • Understanding EBITDA and unusual or nonrecurring transactions
  • Assessing accounting policies and procedures
  • Assessing financial reporting and information systems
  • Evaluating key assets and related reserves or allowances
  • Identifying unrecorded liabilities
  • Evaluating working capital trends
  • Evaluating loan covenant compliance
  • Evaluating key assumptions and drivers to projections
  • Understanding Capex requirements
  • Assessing federal, state and local taxes

Small & Emerging Business Group

Small and emerging businesses typically turn to friends or smaller accounting firms on the belief they can’t afford the resources of a firm like Wegmann Dazet. That logic can prove faulty on two levels.

We believe the owners of small or emerging businesses need access to a full service accounting firm. In truth, these owners usually require financial direction equal to or exceeding that of a large company. Wegmann Dazet understands that without the right advice, the small firm may never reach the top.

From experience, we also understand that today’s biggest clients for our firm were once the smallest and in need of affordable financial and tax advice. So within this large regional accounting firm, our Small & Emerging Business Group becomes that key resource; the large firm that provides its expertise at a reasonable cost and expertise critical in the search for revenue retention and cost management opportunities. From QuickBooks set up and training, to corporate structure advice, to accessing all the tax credits that may be available to your growing company; let Wegmann Dazet help you steer your company’s ship on the right course.

Contact us and we will link you with our team of professionals. Let us show you how your small business can have affordable access to the full resources of a major CPA firm… Wegmann Dazet.