In managing even a small business, today’s entrepreneurs are finding they are called upon to perform functions and make decisions that are not in their particular area of expertise. Alpert & King stands ready to help. Because we are close to our client’s businesses, we can assist in evaluating new opportunities for growth and for improving efficiency and productivity.
Our philosophy in providing services is to act as an advocate for our clients. We strive to be innovative in reaching solutions. We are not merely “reactive” to a client’s problems, we are “pro-active” in motivating clients to take positive actions.
We offer expertise in the following areas:
- Computer System Selection and Installation
- Evaluation Of Lease/Purchase Options
- Internal Control Reviews
- Accounting System Design and Installation
- Cash and Receivables Management
- Compensation Planning
- Budgeting and Cost Controls
- Mergers, Acquisitions and Sales of Businesses
- Family Business Continuity
- Business Finance
- Personnel Recruitment
- Projections and Forecasts
- Inventory Management and Financing
- Insurance Coverage Reviews
Personal Financial Planning
A&K’s Personal Financial Planning is a comprehensive financial planning service. We create relationships which help our clients bridge today and tomorrow by developing short and long-term plans for achieving financial goals. It is a thoroughly personalized and confidential service which addresses an individual’s total picture.
This service is extremely valuable for executives whose compensation and capital accumulation have put them in a position where they need assistance in dealing with fianncial complexities. It may be even more valuable for those who find themselves at an important financial crossroad marked by a major career event-the acquisition or sale of a business, a significant promotion, a change in location, an overseas assignment, or retirement.
At A&K, your lifetime planning is handled with competence, objectivity, comprehensiveness and imagination.