Business Advisory Services

Objective business advice.

Over 70 years in business, Whalen & Company, CPAs’ has developed the expertise necessary to provide seasoned guidance to our business clients. Whether evaluating your business growth plan or guiding you through a significant change in your company structure, Whalen & Company is your trusted resource.

Business Advisory Services Include:

  • Accounting software analysis and selection
  • Acquisition and disposition assistance
  • Business operations consulting
  • Cash flow forecasting and analysis
  • Entity selection
  • Expansion advice
  • Financing and banking relationships
  • Key Performance Indicators (KPIs) and Dashboard Analytics
  • Mergers and acquisitions
  • Restaurant specialty services
  • Retirement plan analysis
  • Succession planning


To discuss Whalen & Company’s business advisory services, contact our team of experts today:

Bruce Berry, CPA