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Business Startup
Starting a new business, or purchasing a business, is a time-consuming, stressful and costly adventure. Herbein + Company, Inc. offers business startup services to guide you through this exciting time. Our experienced professionals have guided countless startup businesses on the road to success providing services such as:

  • Advice on proper business entity for tax and liability purposes
  • Formation of business entity, including all organizational documents
  • Documents to transfer existing business to new entity, if applicable
  • All identification numbers and IRS election forms provided
  • Advice and preparation of agreements (buy/sell, exit)
  • Preparation of Articles of Incorporation
  • Preparation of an Operating Agreement or Bylaws, as applicable
  • Share certificates provided for members or shareholders
  • Bound corporate documents with corporate seal included
Financing
Herbein + Company, Inc. has a strong history of helping clients develop strategies for growth. This often involves helping clients secure the most flexible and cost-effective funding available. Our goal is to quickly match your needs with the risk profiles of appropriate finance sources.

Our multidisciplinary team includes industry specialists, tax experts, and management consultants. We continuously develop and nurture relationships with finance sources at the local, national and international levels. We guide you through the entire process:
  • Preparation of financial information
  • Identifying and approaching finance sources
  • Completion of the transaction
Forecasting and projections are integral to the sound financial management of your business. Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company’s financial goals.

Forecasts and projections may include:
  • Consultation: A discussion of business theories including inventory management consulting, project management for decision making, and effective business performance management.
  • Strategic planning: A focus on trends within your industry and compensation structures that are targeted at profitability and improved returns.
  • Budget development
  • Forecasting: Managing the capital and operating costs necessary to improve your competitive advantage and market penetration
  • Budgets: Manage your cash flows, variable and fixed costs, and financial performance
  • Reporting: Historical and performance trending for evaluation and management of business operations and financial decision making
  • Budget modeling

 
Key Contact:



Joseph J. Witkowski, CPA
Email: jjwitkowski@herbein.com
Phone: 610-378-1175
Read Joe’s bio