Strategic Advisory Services

RCS Advisors provides services to identify and execute strategic transactions and initiatives that strengthen our client’s position, improve profitability and generate new prospects.

RCS Advisors’ strategic advisory services assist clients with:
      •   Buy-outs of partners or shareholders
      •   Employee benefit plans
      •   Employee stock ownership plans (ESOP’s)
      •   Estate and succession/exit planning
      •   Equity investments and capital raises
      •   Expansion into new products, locations and markets
      •   Intellectual property (copyrights, patents, etc.) and royalties
      •   Joint-ventures
      •   Liquidity and cash management
      •   Loans
      •   Negotiations
      •   Performance evaluation and strategic changes
      •   Recapitalizations
      •   Reorganizations and bankruptcy
      •   Restructuring debt, creditor negotiations
      •   Start-up companies
      •   Tax planning and analysis
      •   Transaction structuring

 

 

We help clients identify and take advantage of strategic opportunities.

Strategic Tax

RCS Advisors’ provides strategic tax planning and tax preparation services.  As RCS Advisors prepares tax filings and performs strategic planning for future tax requirements, we identify opportunities within the laws to minimize taxes and improve our client’s financial situation. 

RCS Advisors' strategic tax services include:
      •   Business tax filing preparation
      •   Individual tax filing preparation
      •   Merger and Acquisition tax structuring
      •   Purchase price allocation to assets (M&A)
      •   Representation before the IRS
      •   State and multi-state tax planning
      •   Tax-free real estate exchanges
      •   Transaction tax analysis and planning    

Gifts & Estates: Tax and Strategic Services

RCS Advisors provides gift and estate advisory services helping clients to minimize taxes, control and protect assets and businesses, and secure the future of loved ones.

RCS Advisors works closely with clients to gain a full understanding of their situation and priorities, and to clearly identify principal objectives. Then, RCS Advisors devises and helps put in place strategies allowing for an orderly and tax-efficient transfer of assets and securing the futures of a spouse, beneficiaries and businesses.  

RCS Advisors' gift and estate services include:
      •   Business succession planning
      •   Charitable planning
      •   Estate executor services
      •   Estate tax planning
      •   Executor services
      •   Gift planning
      •   Insurance and investment planning
      •   Trustee Services
      •   Trusts
      •   Wills

 

Client Comments:

Strategic Advisory Testimonials
Evaluate Performance & Value-Creation Strategies

"We engaged RCS Advisors to assist with strategies to create value. RCS Advisors performed detailed analyses of our company’s operations, financial performance, risks and opportunities. Using their work, our management team was able to evaluate prospects and develop strategies which have increased the performance, cash flow and value of the company. We will engage RCS Advisors again."

-- President of BBU Environmental Services, Ltd.

Strategic Alternatives, Spin-off

"On multiple occasions we hired RCS Advisors to do strategic work and valuations for our company. RCS Advisors assisted us with devising strategies for various situations. In one case, RCS Advisors helped us complete a successful spin-off of a division, a pivotal landmark event or our company. We will hire RCS Advisors again."

--  President of BBU Services, LLC