Advisory Services

Clients call on Cruz-Caymo, Pano & Associates to identify the issues affecting their business and to utilize our proven solutions to overcome their financial and business challenges. Few professionals are in a better position to spot business problems than those who work in our field of accounting. With the diverse range of experience of our management advisors, we can help with a wide range of challenges, decisions, and transitions, including:

  • Estate and succession planning
  • Budgeting and forecasting
  • Strategic & long-range planning
  • Mergers, acquisitions & liquidations
  • Business valuations
  • Cash management
  • Deferred compensation plans
  • Management information systems consulting
  • Fraud and forensic investigations
  • Operational reviews
  • Risk management
  • Human resource consulting