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Consulting

360-degree business and profit consultants

At Margolis Partners, we know that every client, every situation and every business is different. We do not approach clients with preconceived notions or ready-made solutions. Instead, we begin by developing a thorough understanding of your company, its products and services, marketplace and customers, opportunities and challenges. We ask questions and listen—really listen—to what you are telling us.

Let us explore your business and personal goals to gain a clear understanding of how they influence the direction of your company and its long-term future. Our goal is to work with you as a trusted partner who will put our financial expertise to work and use it to help the business perform at its best.

Once we understand your starting point and goals, we draw upon our expertise to design a customized package of financial services, a roadmap to help you direct the company along the most direct route to achievement. Like any good partner, we are there every step of the way to help make sure the journey is productive, profitable and as pleasant as possible>

Profit Optimization:

Maximizing profit through partnership.

As your company growth stabilizes, we help you expand your reach even further with profit optimization. We’ll guide you through the evaluation of expansion opportunities into new niches, new process areas or new technologies to expand capacity levels. The possibilities are endless and exciting. We’ll help you stay on game and focused. You can rely on our expertise while making major purchases, acquiring a business, ramping up a department or establishing a new team.

When outside pressures force a change of direction, we are there to help optimize costs, establish credible valuations, sell part or all of the business, or ramp up to evolve into a stronger, mightier force in the marketplace. Whatever you need. Whenever you need it.

Here are some the things we do best:

  • Profit Plans
  • Financial Reviews and Tax Compliance
  • Compensation Plans
  • Merge, Acquire, Sell
  • Company Valuations
  • MIS System Evaluation for Efficiency and Utilization
  • Tax Planning and Wealth Management
  • Succession Planning
  • Our leadership team stands ready to help you.


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