CARES Act Consulting

The Paycheck Protection Program (PPP), Economic Injury Disaster Loans (EIDL) and the Employee Retention Tax Credit (ERTC or ERC) provided much-needed relief to businesses throughout the pandemic. While we’re on the other side of obtaining funding and PPP loan forgiveness, the SBA and IRS have begun auditing recipients to ensure the funds were used correctly and identify instances of fraud.

We work with clients who have received PPP, EIDL and ERTC funding on:

• Audit defense for SBA and IRS audits
• Understanding what you can and can’t do if you received EIDL funding
• Tax strategies and advisory

Keep an eye on our CARES Act Relief Radar for the latest clarifications around relief programs.

We take a personalized approach to provide the best service possible. Fees are calculated on an hourly basis, dependent on the complexity of your specific situation. Contact Anders to learn more. Due to the recent IRS moratorium for processing ERTC claims, Anders will no longer be accepting new ERTC clients until the IRS issues additional guidance and options available to affected businesses. 

Reviewing your debt and capital structure is a critical part of a good recovery strategy coming out of a crisis. Anders works with businesses to evaluate current working capital and investment capital requirements against current debt structures to identify opportunities to restructure debt and increase capital.

• Debt and Capital Restructuring
• Evaluation of Debt Providers
• Loan Review

We take a personalized approach to provide the best service possible. To discuss your specific situation, contact Anders.

Coming out of the pandemic, many business owners are wondering if now is the right time to sell, buy, expand or transfer ownership to next generation. Our advisors work with buyers and sellers to help sellers maximize business value and buyers navigate the right merger or acquisition. We offer a variety of M&A services, including:

• Buy and Sell Side Due Diligence
• Business Valuations
• Business Transition Planning

We take a personalized approach to provide the best service possible. To discuss your specific situation, contact Anders.