Our Strategic Acquisition Process is built to assist buyers in the successful acquisition of targeted companies. And it's important to take that information with a grain of salt. There may be something new that could be taken advantage of from a tax perspective and being able to plan for that, within time to include it all in the tax return. SWAs web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. I'm a director here at Holsinger in the Holsinger business solutions, working with small business owners and individuals. Our Mission: To be our Clients' trusted advisor, providing sound financial advice and personalized service. Looking to grow and provide more for their clients, each firms set of shareholders found the other to be the right fit with regard to internal values and culture. Like us for the latest bars, restaurants, and liquor licenses for sale in PA. We also love to share And so, making sure you have all those together and keep those organized, so that you can easily get them to us is that probably the biggest thing clients can do. Other ones where we've been able to help companies get through recapitalization and refinancing and restructure organizations, so that they can pass it on to the next generation. But do you understand where your numbers are flowing? Operationally, LFA phones will be forwarded to Holsinger's main phone number of 724-934-4880 and LFA e-mails will be forwarded to respective new e-mail addresses at Holsinger. Well, is there anything else you think people should know about the what you do and accounting and how it affects your clients? That's a huge issue that we're running into and seeing with a lot of our clients is that it's difficult to bring on new people in in a cost-effective way. Well, it's because of different credits and that sort of thing that you qualify for last year that are different this year, as well as the fact that then his income is higher. And that's what we do here. We were able to bring in a range of expertise, whether its from tax or for bookkeeping, and HBS, and even pre-revenue startups. So, I appreciate the conversation Well, and I hope you learned something out there. Articles & Interviews . $120,000.00, $140,000.00 And you can see where there are holes in finances. And so, we're able to facilitate all that with our firm. And so that's something that we're really proud of: being able to provide employment for so many people in the community. Do you have bookkeepers or you work with bookkeepers that help them be organized for when they come to you? I think the biggest thing is just, as you kind of mentioned, being proactive and planning. 2023 PitchBook. Well, first of all, it's nice to hear a good story about someone whose income is rising. And there's not much that they want else outside of that. That's a secure portal that allows our clients to upload information to us as well as communicate with us electronically. Investment Advice offered by Investment Advisor Representatives through Fragasso Financial Advisors, a registered . You know, when its April 15th is looming on us. It manages $101.72 million of regulatory assets for 34 client accounts. Tom Krahe, Partner of both companies. FMG Suite to provide information on a topic that may be of interest. Our 4-phase process determines market value, positions the deal, creates a market and executes the final sale. It affects me in the real estate business. for specific information regarding your individual situation. So, stay tuned because you're going to learn a lot about finance, tax and accounting and practical tips for you when you need to get ready to go meet with the accountant, so stay tuned . From their base in Wexford, they serve both local and international companies. And Larry, you are: Senior Manager in our Audit and our Holsinger Business Solutions group or HBS as we like to abbreviate. Do you have enough to sustain the operations and a lot of times if you don't have those accounting records in place and understand what they're doing, you're not going to be prepared for that and it'll leaves you really exposed to shifts in the market and different shifts in the business itself. That's great. Get notified about new Strategic Advisor jobs in United States. We have the expertise, resources, and . FOR IMMEDIATE RELEASE Charleston Counseling Center bought by LifeStance Health, Inc. April 2021 WEXFORD, Pa. (June 1, 2021) -- Strategic Advisors served as the executive investment bank to the It's the owners, that's their life, and that's what they have. Meet the leaders of these companies and get tips on how can navigate from daily operations and bookkeeping through taxes to debt restructuring and mergers and acquisitions and estate planning. We're located here in the heart of Wexford with very easy access to I 79. Strategic Advisors is a middle market investment banking firm that provides merger and acquisition (M&A), corporate finance and strategic advisory services to business owners. Youre talking about the interaction of cash and people and people as assets in a business. So, you're an important man to me. We will handle sell side representation for any size company including larger entities. They're providing those things electronically to us through Tax Caddy- for us to take that information and prepare the tax return. FMG Suite is not affiliated with the named Meet the leaders of these companies and get tips on how can navigate from daily operations and bookkeeping through taxes to debt restructuring and mergers and acquisitions and estate planning. 117 VIP Drive, Second Floor, Wexford PA 15090 | www.strategicad.com | 724743- -5800. Shopping. We were able to bring in a range of expertise, whether it's from tax or for bookkeeping, and HBS, and even pre-revenue startups. Prior to joining Holsinger, Andy worked in the assurance and advisory group for another regional public accounting firm in Pittsburgh for 10 years. We can do that through our Tax Caddy electronically. We take protecting your data and privacy very seriously. Youre viewing 10 of 36 services to companies. Ameriprise Financial was named one of Investor's Business Daily's 2022 Most Trusted Wealth Managers. People tend to hear things, whether that's that these days from Tik Tok, or YouTube or something of that nature where they hear from someone's cousins, brothers uncle that, hey, this is something that's out there. Find Best Western Hotels & Resorts nearby Sponsored. Copyright 2021. When expanded it provides a list of search options that will switch the search inputs to match the current selection. So thats one of the most rewarding parts about the job is being able to help those people because you know youre helping a family, or youre helping, people, and theyre trying to make a community better. Sign up to the Wexford Newsletter and receive exclusive deals, events, and local news straight to your inbox! You know, when it's April 15th is looming on us. The firm represents privately held companies, private equity funds, and publicly held companies in areas such as merger, acquisition, expansion, restructuring, recapitalization, and wealth transfer. There is one right now that we've been able to provide everything from initial tax return clear up to providing CFO services for last two years because they weren't large enough to go and hire one themselves, but they needed that kind of capacity. And so, it makes that incremental cost of doing business that much more plus their labor costs are going up. The leadership of both companies is excited to provide this space to our teams and clients to use and enjoy, while serving and meeting the needs of our current and future expected growth. Through re-brandings and mergers, the firm has continued to grow, most recently expanding services with its sister company, Strategic Advisors, an investment banking firm. Any company that can find a wholistic situation like that finds that is more beneficial than just trying to parse off a piece off and finding little pieces. 724-934-4880. So, I appreciate the conversation Well, and I hope you learned something out there. Things like that, as opposed to, you know, just helping investors or stock or something like that. It's another way of showing how business goes. Meet Sean Curran, Sr. Loan Officer of American Financial Mortgage in Pittsburgh. Yes, back in the early days of computer systems, the one strategy for a while, was best of breed and you had to try to Frankenstein everything together. Personalized service and attention to detail sets us apart from our competition and provides the confidence that your needs are put first. They need to know where their dollars going, because every dollar is vitally important. 11-50 employees Headquarters Wexford, Pennsylvania Type Privately Held Founded 2017 Specialties Digital Marketing, Fee Scheduling, Strategic Growth Plans, Advertising, Website Applications,. We work with a lot of privately owned family companies, and if they're not generating that wealth - generating that cash - then what are they going to hand down to the next generation? And that's fine. Expanded Office Space - First Floor Suite 110. Holsinger and Strategic Advisors provide a full scope of financial and accounting services to individuals and businesses. We can even help people buy businesses. So, its terrific when you can look ahead to what is coming. Terrific. And weve gotten it all done right here. So, youre an important man to me. And remember to tune in again for another edition of it Exactly at Home North of Pittsburgh. . Im a director here at Holsinger in the Holsinger business solutions, working with small business owners and individuals. I just had conversation this morning with a client whose income this so far this year is triple his income of last year. Their clients have told us that they meet or exceed their expectations. That's a tremendous thing, but so also is the role of that business in the community, and how businesses work together. But usually, the big thing is more having that information together so we can review it in a timely manner. What are your sales that you have in the door and when is the cash is coming? It's a dynamic environment. We're right in the heart of a lot of activity here in the center of Wexford. Larry Diday: Its a third-party system. Sign up to the Wexford Newsletter and receive exclusive deals, events, and local news straight to your inbox! . New to Parkbench? Well, Larry, I'd like to thank you, Wil, and Tom for spending time with me today. Wil Stunkel: Each neighborhood website is sponsored by one community-minded real estate professional who loves and cares about the community. Thats absolutely right. What should people know about the importance of accounting systems? Strategic Advisors, the sister firm of Holsinger P.C., recently expanded their offices at 117 VIP Dr. in Wexford. LFAs current staff will continue to personally serve clients in the same capacity as before, while being able to provide expanded services through its new Holsinger team. This is a profile preview from the PitchBook Platform. And thats fine. Win whats next. You can unsubscribe from these emails at any time. We can really handle any family-owned business and anything that they may come across from a tax, or corporate finance or audit or accounting problem that they may face. Our goal is to be our clients partner, someone who helps them achieve their goals now and in the future. . You can unsubscribe from these emails at any time. Please People don't think about this much. Do you have enough money going forward? Copyright Strategic Wealth Advisors, LLC. Detail sets us apart from our competition and provides the confidence that your are. Hear a good story about someone whose income is rising do and accounting services to individuals and.! The heart of Wexford with very easy access to I 79 assurance and advisory group for another public! Of Pittsburgh that business in the community helps them achieve their goals now and in the Acquisition. 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