Vision Consulting, LLC, with its staff of experienced associates, provides a wide range of services to clients throughout the DC Metropolitan area. We can provide comprehensive services from conception through implementation. Our extensive training and experience allow us to offer services in various industries, including contracting with the Federal Government.

 

Corporate Finance

  • Corporate financial statement preparation
  • Corporate financial statement analysis
  • Accounting system analysis and recommendation
  • Cash flow analysis
  • Cash flow management
  • Part-time Chief Financial Officier/Controller
  • Corporate structure for specific organizational needs
  • Analysis on and recommendations for ownership/shareholder structure
  • Analysis on and recommendations for accounting operations

Capital Financing

  • Capital funding for current operations and future growth
  • Review various choices of capital funding options
  • Assist with raising capital funding through public and private placements
  • Assist with raising capital funding through financing activities
  • Assist in the management of the size and the timing of capital funding

Government Contracting

  • Identifying and tracking of contract opportunities
  • Review solicitation and formulate bidding strategy
  • Planning for technical and cost proposals
  • Assist with cost proposal preparation to include:
    • Cost model design
    • Information gathering on cost elements
    • Review cost schedules with management
    • Preparation of final price schedules for submission
  • Contract startup and on-going support
  • Design costs tracking and costs allocation system to meet organizational needs
  • Accounting system support to include:
    • Recommendations based on specific needs
    • System conversion and implementation
    • On-site training of clients employees
  • Indirect rates audit and agency audit
  • Federal Acquisition Regulation (FAR) requirements
  • Defense Contract Audit Agency (DCAA) requirements

Mergers and Acquisitions (M&A)

  • Review with management the alternatives between M&A and growth from within
  • Prepare the client company both financially and mentally for M&A activities
  • Assistance will be provided in the following areas:
    • Identify the target company
    • Formulate the offer with justifications
    • Plan for the financing of the transaction
    • Prepare the offer for presentation
    • Negotiation
    • Document the pending transaction
  • Assist in the Due Diligence
  • Subsequent negotiation and documentation of the negotiated deal
  • Prepare, both financially and logistically, to execute of M&A transactions
  • Monitor and re-evaluate the progress of the executed deal to ensure the results are as expected

Business Valuation

  • Review with management the requirement for the valuation to be conducted
  • Examine all documents that are relevant to the particular valuation to be conducted
  • Perform valuation with acceptable valuation methods
  • Examine all factors that might require adjustments to the initial findings
  • Present to and review with management of the results from the valuation process
  • Document the process and the results for future reference

Corporate Taxation

  • Specific corporate structure (such as C corporation, S corporation, partnership, LLC and proprietorship) that yields the best tax treatment for the investors
  • Effective tax treatments for on-going business operations
  • Optimal tax treatments for special transactions such as: new business lines, major expansion, plant and equipment purchase, relocations, and distributions to shareholders
  • Optimal tax treatments for M&A activities
  • Effective tax treatment by corporation regarding executive compensation
  • All corporate tax filings to federal, state and local taxing authorities
  • Tax treatments throughout bankruptcy proceedings

Executive Taxation

  • Effective tax treatments by executives for compensation packages
  • Effective tax treatments by executives for fringe benefits received
  • Proper tax treatments for short and long term employment contracts
  • Amount and timing of pay out of compensation upon termination of employment
  • Planning for retirement compensation
  • Taxation of foreign national and expatriates
  • Non-profit organization

Financial Planning & Wealth Preservation

  • Review with clients regarding their investment objectives and their risk tolerance
  • With continuous consultation with clients, specific investment plan will be formulated in order to meet clients financial goals
  • Recommend investment options such as: mutual funds with various returns and risks, business ventures, real estate projects, stocks in publicly traded companies, and commodities
  • Planning for life after retirement
  • Estate planning
  • Transfer of personal wealth to heirs
  • Insurance products as options to preserve wealth
  • Business succession planning and exit strategies
  • Estate and trust planning
  • Estate administration and tax filing