--- title: Advisory Services --- - - [![](https://www.ssccpa.com/hs-fs/hubfs/FINAL_LOGO_SEIDEL_SCHROEDER_color-2.png?width=1800&height=600&name=FINAL_LOGO_SEIDEL_SCHROEDER_color-2.png)](https://www.ssccpa.com/?hsLang=en) - [CLIENT PORTALS AND PAYMENT](https://www.ssccpa.com/clients?hsLang=en) - [ABOUT US](https://www.ssccpa.com/about-us?hsLang=en) - [MEET SEIDEL SCHROEDER](https://www.ssccpa.com/about-us?hsLang=en) - [PARTNERS](https://www.ssccpa.com/partners?hsLang=en) - [COMMUNITY INVOLVEMENT](https://www.ssccpa.com/community-involvement?hsLang=en) - [INDUSTRIES](https://www.ssccpa.com/industries?hsLang=en) - [AGRICULTURE & AGRIBUSINESS](https://www.ssccpa.com/agriculture-agribusiness?hsLang=en) - [CONSTRUCTION](https://www.ssccpa.com/construction?hsLang=en) - [PROFESSIONAL SERVICES](https://www.ssccpa.com/professional-services?hsLang=en) - [FINANCIAL INSTITUTIONS](https://www.ssccpa.com/financial-institutions?hsLang=en) - [HIGH-NET WORTH INDIVIDUALS](https://www.ssccpa.com/high-net-worth?hsLang=en) - [REAL ESTATE](https://www.ssccpa.com/real-estate?hsLang=en) - [SERVICES](https://www.ssccpa.com/services?hsLang=en) - [TAX](https://www.ssccpa.com/tax-services?hsLang=en) - [ADVISORY](https://www.ssccpa.com/advisory-services) - [ASSURANCE](https://www.ssccpa.com/assurance?hsLang=en) - [ESTATE PLANNING](https://www.ssccpa.com/estate-planning?hsLang=en) - [TECHNOLOGY](https://www.ssccpa.com/technology-solutions?hsLang=en) - [Human Resources](https://www.ssccpa.com/hr-solutions?hsLang=en) - [INSIGHTS](https://www.ssccpa.com/community-involvement-0?hsLang=en) - [Blog](https://www.ssccpa.com/blog?hsLang=en) - [CLIENT RESOURCES](https://www.ssccpa.com/client-resources?hsLang=en) - [WEBINARS](https://www.ssccpa.com/webinars?hsLang=en) - [SUBSCRIBE TO NEWSLETTER](https://join.industrynewsletters.com/signup/SeidelSchroederCo) - [CAREERS](https://www.ssccpa.com/careers?hsLang=en) - [CAREER OPPORTUNITIES](https://secure7.saashr.com/ta/6200666.careers?careerssearch) - [EVENTS](https://www.ssccpa.com/events?hsLang=en) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. [Contact Us](https://www.ssccpa.com/contact-us?hsLang=en) ## Advisory services ## Clarity For The Next Steps In Life ![blocks](https://www.ssccpa.com/hubfs/blocks.png) Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi architecto beatae vitae dicta sunt explicabo. Our team of professionals has over 30 years of combined experience and hold three of the most sought-after business valuation designations, ASA (Accredited Senior Appraiser), ABV (Accredited in Business Valuation), and CBA (Certified Business Appraiser). As guided by our accreditation standards, every engagement involves a detailed analysis and understanding of the circumstances and needs of the client in order to exceed the expectations of the standards set upon us.     BUSINESS VALUATION ### What We Can do for you Our professionals assist clients across a range of industries, including oil & gas, energy services, private equity, hospitality, healthcare, real estate, construction, manufacturing & distribution, technology, agriculture, and business services.  Regardless of the size or scope of our clients, we can help them navigate through mitigating risk, optimizing cash flow, and position themselves for growth and sustainability.   ### Federal Income Tax Planning and Compliance - Shareholder redemptions/buy-ins - Restricted stock distributions to shareholders - Stock based compensation - Distribution of private shares from retirement plans   ### Estate and Gift tax planning and compliance - Gifts of interests in closely-held entities - Date of death valuations - Transfers of family limited partnership interests - Sales to trusts & related parties   ### Mergers & acquisitions - Assistance to buyers and sellers - Buy/sell agreements - Corporate planning - Private placement planning - Raising capital - SBA loans   ### Litigation support and expert testimony - Marital dissolution - Shareholder disputes     TRANSACTON ADVISORY ### What can we do for you Whether buying or selling, our team can provide valuable insight before transacting and committing your resources and reputation.  Working with numerous small to middle-market companies for over 30 years, we know how to best assist owners for success during their transactional and M&A needs from the early stages through close.  Our professionals can help businesses address many different planning needs, including providing ongoing financial consulting services and a sounding board for owners and managing directors.    - Quality of Earnings - M&A Sell-Side Preparation - M&A Buy-Side Due Diligence   - Exit & Transition Planning - Benchmarking and Trend Analysis     RELATED INSIGHTS [![](https://www.ssccpa.com/hubfs/Copy%20of%20Blog%20Image%20(3).png)](https://www.ssccpa.com/blog/landmark-supreme-court-decision-connelly-vs.-united-states?hsLang=en) Jun 13, 2024, 3:03:02 PM [Tax](https://www.ssccpa.com/blog/tag/tax?hsLang=en) [BV](https://www.ssccpa.com/blog/tag/bv?hsLang=en) [Business](https://www.ssccpa.com/blog/tag/business?hsLang=en) #### [Landmark Supreme Court Decision: Connelly vs. United States](https://www.ssccpa.com/blog/landmark-supreme-court-decision-connelly-vs.-united-states?hsLang=en) In the Supreme Court case Connelly vs. United States, Justice Thomas delivered the opinion of the unanimous court in favor of the United States, while stating the unfavorable result to the taxpayer... - Seidel Schroeder [![](https://www.ssccpa.com/hubfs/Copy%20of%20Blog%20Image%20(2).png)](https://www.ssccpa.com/blog/minimizing-taxes-maximizing-wealth-sunset-of-the-tax-cuts-and-jobs-act-in-2025-business-owners-0?hsLang=en) Mar 31, 2024, 10:50:12 AM [BV](https://www.ssccpa.com/blog/tag/bv?hsLang=en) #### [Minimizing Taxes & Maximizing Wealth: Sunset of the Tax Cuts and Jobs Act in 2025 - Business Owners](https://www.ssccpa.com/blog/minimizing-taxes-maximizing-wealth-sunset-of-the-tax-cuts-and-jobs-act-in-2025-business-owners-0?hsLang=en) Listen to the Valuation Podcast episode below featuring Amber Widener, Seidel Schroeder's Partner of Business Valuation and Transaction Advisory Services. She shares insights about the potential... - Seidel Schroeder [![](https://www.ssccpa.com/hubfs/Blog%20Image%20(2).png)](https://www.ssccpa.com/blog/is-this-your-situation-you-dont-know-what-your-business-is-worth?hsLang=en) Feb 27, 2024, 12:28:10 PM [BV](https://www.ssccpa.com/blog/tag/bv?hsLang=en) #### [Is This Your Situation: You Don't Know What Your Business is Worth](https://www.ssccpa.com/blog/is-this-your-situation-you-dont-know-what-your-business-is-worth?hsLang=en) Why is it that most small business owners don't know when they need a business valuation? Most answer that they're not ready to sell. But that's only one reason to get a valuation. You may want to do... - Seidel Schroeder ###### Awesome Tour ## Business Valuation Practice Leaders Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi architecto beatae vitae dicta sunt explicabo. ![24](https://www.ssccpa.com/hubfs/24.png) #### Amber Widener CPA/ABV, ASA Partner - ##### Menu - [Home](https://www.ssccpa.com) - [About Us](https://www.ssccpa.com/about-us) - [Industries](https://www.ssccpa.com/industries) - [Services](https://www.ssccpa.com/services) - [Insights](https://www.ssccpa.com/community-involvement-0) - [Careers](https://www.ssccpa.com/careers) - [Events](https://www.ssccpa.com/events) ##### Services - [Tax](https://www.ssccpa.com/tax-services) - [Advisory](https://www.ssccpa.com/advisory-services) - [Assurance](https://www.ssccpa.com/assurance) - [Estate Planning](https://www.ssccpa.com/estate-planning) - [Technology](https://www.ssccpa.com/technology-solutions) - [Human Resources](https://www.ssccpa.com/hr-solutions) ##### Industries - [Agriculture & Agribusiness](https://www.ssccpa.com/agriculture-agribusiness) - [Construction](https://www.ssccpa.com/construction) - [Professional Services](https://www.ssccpa.com/professional-services) - [Financial Institutions](https://www.ssccpa.com/financial-institutions) - [High-Net Worth Individuals](https://www.ssccpa.com/high-net-worth) - [Real Estate](https://www.ssccpa.com/real-estate) ##### Careers - [Apply Now!](https://secure7.saashr.com/ta/6200666.careers?careerssearch=&lang=EN) © 2026 , Seidel Schroeder All Rights Reserved. - Firm of choice: contact us today for more information - [Contact Us](https://www.ssccpa.com/contact-us?hsLang=en) ×