Skip to content
Contact
Click & Learn Series Call: (802) 863-1331

Business Consulting Services & Succession Planning

Gallagher, Flynn & Company, LLP

Small Firm Personality

BIG FIRM
CAPABILITY


Stay Updated (802) 863-1331

Management Consulting

GFC offers creative solutions to management and operational challenges. Our range of services includes strategic planning to provide a framework to achieve long-term business objectives. We do organizational studies to improve productivity, identify efficiencies and enhance company performance. Our financial analyses cover cash flow, budgeting, forecasts, projections, economic evaluations, cost analysis and inventory control.

Business Succession Planning

When clients need help in succession planning, GFC works with the company's lawyer, insurance advisor, and banker, to review and analyze such basic elements of the business as organizational structure, shareholder agreements, the value of the business, management personnel, and company strengths and weaknesses. GFC advisors can then help implement the recommendations and suggest viable long-and short-term business strategies.

GFC's mission is to "coach" our clients and their management teams to prepare for a leadership handoff, and to chart the transition itself.

Some examples of ways GFC has helped with ownership transfers include:

  • Recapitalization strategies/options Employee Stock Ownership Plans (ESOPs)
  • Structuring the transaction
  • Gifting strategies and revised estate plans
  • "S" elections
  • Spin-offs of divisions into separate units
  • Retention incentives for key employees
  • Integration of life insurance products "quarterbacking" the entire process for other key advisors
  • Assisting the attorney in drafting the key documents

Partners:

Name Phone E-mail
Steven M. Austin, CPA 802 651-7247 Steve Austin
Mark Beliveau, CPA, CVA, CGMA 603 653-6917 Mark Beliveau
Jason B. Hamilton, CPA 802 651-7271 Jason Hamilton
Michael S. Keller, CPA 802 651-7225 Michael Keller
Philip A. Lapp, CPA 603 643-0043 Phil Lapp
Sarah E. Richards, CPA 802 651-7310 Sarah Richards
Richard G. Wolfish, CPA 802 651-7233 Richard Wolfish

Get in touch with Gallagher, Flynn & Company, LLP

725 Community Drive, Suite 401, South Burlington, VT 05403
Call Us: (802) 863-1331 • Fax: (802) 651-7305