Large Firm Experience, Small Firm Responsiveness.
Whether you’re looking for help with day-to-day operations to ensure efficiency or need advice on your company’s long-range plans, Walz Group is here to provide the assistance you need. Our business advisors offer multi-disciplinary services to facilitate important decisions, including business valuation, estate planning, organizational structure review, succession, deferred compensation plans, real estate agreements, and more. Our broad range of expertise will help you stay on track, meet your goals and succeed. Read more about Walz Group
“During one of our toughest years, the Walz Group partners shined the brightest. They are a team of trusted advisors and wise counselors who deliver sound business and personal financial guidance and the ultimate customer service.”
Tim Lapp, Co-owner and CEO of Lapp Electrical Service, Inc.
Relationship equity has been at the core of Lapp Electric’s success for five decades. Walz Group shares that same value. As a long-term partner to this second-generation family business, the Walz team provides Lapp Electric with business and personal tax services, bookkeeping, and advisory services. Walz continues to be integral in delivering forward-looking economics and trends and offering advice to help with decision-making and major business moves.
There is no decision more important for a closely held business than how to transfer ownership; balancing the desire between family succession, personal desires, financial (best price), employees, tax ramifications, and others. As your trusted advisor, we help you navigate the choices, then create and execute a transition plan.
Mergers & Acquisitions
Walz Group realizes that in the event of a company merger or acquisition, it is of utmost importance for a business owner to be able to transfer a business for the best price and terms. We help business owners during this process by guiding you on how best to achieve your personal goals, reduce surprises, and minimize your tax and financial exposure after the transaction.
Walz Group will work with your attorney to ensure that wills and trusts reflect your wishes. We make sure that you answer the tough financial and personal family questions associated with estate planning. Of course, tax minimization is a big part of the process, and our experts help you analyze the tax implications of alternate scenarios.
Understanding the value of your business is important to an owner, as are opportunities to increase value and avoid the pitfalls which decrease value. Our Certified Valuation Analysts are there to provide feedback on the impact of decisions on your company value.
QuickBooks® Installation, Training, Support
Walz Group has two highly-regarded QuickBooks® Certified ProAdvisors. From software selection and installation to training to ongoing support, assistance, and troubleshooting, no QuickBooks® matter is too difficult for our team.
Cash Flow Analysis
Cash flow is paramount to the viability of any business. At Walz Group, we have a team ready to analyze where strengths and opportunities flow funds in and out of the business. In addition, we will offer suggestions for ways to improve cash conversion and maximize use.
Operational and Internal Control Review
Safeguarding organizational assets is vital to its success. Walz Group can perform a review of controls and report on not only things like areas of high risk, where the company is susceptible, and misappropriation of assets, but also suggestions for improving and strengthening controls.
Most companies have internal performance metrics that they strive to achieve. Walz Group can assist in the process to define, refine, and help you reach those goals by isolating key performance indicators and tracking performance in those areas. We also have access to national and local data sets for comparison to the competition.
Articles and Insights
Accountability in Action with Christine Sable
In this episode of Accountability in Action, Christine Sable of Sable Commercial Realty joins us to explore the competitive Lancaster County commercial and industrial real estate market.
Every great project starts with a plan. Let’s build one together.
Give us a call or complete the form to start the conversation today.