Business Advisory for South Jersey Owners
Most accountants tell you what happened. Dan Reganata holds an MBA alongside the CPA, and the advisory work reflects it: the conversation is about what to do next, using the numbers we already keep.
Where We Help
- Cash flow: Profitable businesses run out of money constantly. We build a forecast you can actually steer with.
- Pricing and margin: Which services or products earn their keep, and which quietly subsidize the rest.
- Entity and structure: Whether your current setup still fits your income, your risk and your exit plans.
- Growth decisions: Hiring, equipment, a second location, taking on debt — modeled before you commit.
- Buying or selling a business: Due diligence, deal structure and the after-tax outcome, which is the only number that matters.
- Succession and exit: What the business is worth, what a transfer costs, and how to sequence it.
How It Works
Quarterly or as-needed sessions. You get a short written summary with recommendations and next steps after each one — not a verbal chat you can't act on later.
Start with a free, no-obligation consultation —
(856) 874-1892.
