Consulting
Bankruptcy and Reorganization
Getting through bankruptcy can be a daunting process. It’s essential to have a financial expert on your side. We can assist with the financial filings, debtor-in-possession accounting issues, reorganization planning, debtor negotiations and related tax and accounting matters. Whatever the future holds, we can help.
Business Planning
Let us be your consultant on all aspects of your business. For instance: forming a new business entity; selecting the kind of business you want to enter; determining your needs for financing or assessing equity; analyzing your operations; looking for better ways to grow and manage personnel needs; searching for better strategies to boost sales and reduce your tax liability. We’ll get your plans off the ground.
Business Valuation
Establishing an accurate value for your business can be critical.
Mahoney Sabol & Company, LLP has the experience, training and certifications to ensure that the value of your business is accurately determined. We also have the credentials to be involved in litigation from deposition to trial, if needed.
Types of Services
- Buy/Sell Agreements
- Purchase/Sale of Business
- Succession Planning
- Shareholder/Partner Disputes
- Litigation Support
- Business Disruption
- Employee Stock Ownership Plans
- Mediation
- Estate/Gift – Planning & Compliance
- Divorce
Elder Care Services
We assist the elderly with their daily and long-term financial affairs, acting as a financial quarterback. Our services may include paying bills, negotiating expenses and answering all their financial questions and needs. Let us help if you’re thinking of moving to an assisted living community — or if you need help with an elderly parent who requires nursing home care. As the population of senior citizens grows, we’re very pleased to accommodate people with services that are caring and personable as well as efficient.
Estate Administration
As we address your business needs, we will also tend to your personal estate in the same meticulous manner, always keeping your best interests in mind. Mahoney Sabol can advise on and prepare all necessary tax and probate filings as well as any accounting work necessary to complete the administration of your estate.
Financial Aid Planning
If you’re funding a college education, let us help you work through the maze of financial information requested. We can remove some of the stress with an expertly prepared plan.
Financing
How much financing makes sense for your business? At any stage of its growth, we can help you decide, while positioning you to obtain the financing you need and ultimately helping you through the process. We can also assist with forecasts and projections of future financial transactions, cash flow models, etc.
Forensic Accounting
Getting all of the facts together means looking into the books, past records, or the computer files that survive a fire, flood or other disaster. Whether you’re building a case for fraud, trying to uncover hidden assets in a divorce case, recreating lost books and records, or tracing an elusive paper or electronic trail, let us be your fact finders.
Fraud Examination
Ferreting out the facts when fraud is suspected must be handled with exquisite care and attention to detail. Especially in circumstances involving insurance claims, where knowledge of industry practices is essential. It’s knowledge we have. We’ll not only determine the extent of the fraud, but also gather the support and evidence needed to pursue legal action.
Litigation Support
Whether you’re a client, a lawyer or a consultant, we can help you in litigation matters related to accounting, tax and other general business concerns.
Mergers and Acquisitions
If you’re targeting a prospective business, let us perform your due diligence. Once you’re ready to move ahead, we can also assist with merger structure for financial reporting and tax purposes. And once the deal is in effect, rely on our experts for advice on consolidation, financial structure and pricing.
Software Applications
Not sure which accounting software package is best for your business? Let us advise you. We can also assist in the set-up and configuration of your software, making sure you understand and make the best use of all features.
Wealth Management
We can assist with all of your estate and gift planning needs. That includes tax, investment, insurance and various other aspects of forming a comprehensive program to maximize your wealth. We can also partner with your legal team in administering wills and trusts.
Through our affiliate, Investmark Financial Services, we provide our clients with access to unique, comprehensive personal financial planning and wealth management advice.
As you strive to grow your personal net worth, the financial challenges you face become increasingly complex. While some investors have a long-term strategy in place to grow their assets and manage risk within their portfolios, many do not have strategies for dealing with the tax implications that result from the distribution and transfer of the assets they have worked so hard to accumulate.
Thus, our clients realize that it is essential that we complement our core accounting, auditing and tax services with an integrated “wealth management” approach to financial planning which helps our clients make important decisions regarding investments, retirement, estate planning, insurance, taxes, charitable gift planning, and business planning. In addition, the combined experience of our CPAs and our Investmark financial advisors allows us to offer you personalized tax planning that is fully integrated with the rest of your financial life, so there are never any surprises for your, or your heirs.
As truly independent, fee-based financial advisors, our Investmark advisors are able to provide unbiased advice and solutions that are always in our client’s best interest. Thus, unlike brokers, bankers or insurance professionals, there is no motivation to sell high-cost, commission-based “in-house” products.
Our Investmark advisors firmly believe in the power of true diversification as the key to successful investing. They are specialists in building well-diversified portfolios that invest across many asset classes and investment styles in a coordinated manner within each investor’s investment objectives and risk tolerances. In doing so, they follow a well-defined, time-proven process designed to replicate the intricate and highly disciplined approach that institutional money managers use in the management of large pools of pension assets. From institutionally managed mutual funds to the highest quality managed accounts to real estate and private equity, they create one-of-a-kind portfolios that offer clients the potential to achieve enhanced returns with less risk.
Like any journey, the direction of wealth requires staying on track, with the occasional mid-course correction. Our Investmark financial advisors help you with the professional discipline and dedicated focus needed to get you where you want to go. Your long-term success is the true measure of our success. We’re guided by our desire to recommend only the best for you. It’s what keeps us traveling together for life.
We look forward to hearing from you. For more information on the services offered through Investmark,, please contact Joseph P. Jandreau, CFA at joejandreau@investmarkfinancial.com, or by calling 860-657-1803 ext. 114
Mahoney Sabol and Company, LLC is not affiliated with Commonwealth Financial Network (CFN).
Securities offered through Commonwealth Financial Network, Inc., Member FINRA/SIPC
Financial Planning provided by Investmark Advisory Services, Inc. in Connecticut
The CFN registered representatives associated with this site may only discuss and/or transact business with residents of the following states: AZ, CA, CO, CT, DE, FL, GA IL, KS, MA, MD, ME, MI, NC, NH, NJ, NM, NV, NY, OR, PA, RI, SC, TX, VA, VT, WA