 Today closely-held, local companies are impacted by a global economy, rapid changes in technology, fierce competition and a need to be able to respond quickly and efficiently to market fluctuations - while taking fullest advantage of exciting emerging opportunities. To help our clients navigate in this climate, the professionals in our Business Advisory Group share their knowledge, offer thoughtful suggestions and work together to identify practical solutions through a multidisciplinary approach which integrates talent from across all of the departments within the firm.
The consulting services Sobel & Co. provides:
- Business Advisory Services
- Strategic Planning
- Corporate Governance
- Healthcare Consulting
- Marketing Consulting
Business Advisory Services
Our advisory team, comprised of CPAs who offer the highest level of accounting and tax skills combined with consultants and former CFOs who apply their real world experience to focus on improving the client’s success, offers many advantages to our clients. The clients have the opportunity to work closely with a group of professionals who come to the table with a range of skills and diverse backgrounds. They are able to look past the numbers in the financial reports, drilling down and uncovering the root causes of changes in operational performance that result in fluctuating financial profitability.
Working with each client, the Business Advisory Group conducts an analysis and then identifies areas that may be of concern now, or in the future. We do this by helping clients write and execute a comprehensive strategic business plan. Once the road map is established, we provide additional support, such as:
- Arranging alternative financing, EDA loans and programs
- Controlling cash flow (along with a hands on approach to being more efficient)
- Improving people-management skills
- Integrating and embellishing IT systems
- Managing risk
- Maximizing time management
- Optimizing customer and vendor relationships
As your accountants, it is our goal to continue adding value by providing solutions to the problems you deal with on a regular basis.
Strategic Planning
Sobel Consulting Services, LLC, focuses on a range of strategic planning services most valuable for middle market businesses today. Through this group, we are able to offer our clients access to management consulting services that are grounded in a simple philosophy – today’s competition demands integration of a robust strategy, a business purpose and the core capabilities of the enterprise.
We believe it is our obligation to our clients to create value that is both dynamic and self-sustaining. Our objectives are to ensure that every perspective is considered in the client’s decision making process, that we can help clients anticipate changing conditions and that we are able to help them transform vision into results by establishing management and operational systems that improve processes and facilitate continued growth.
Clients range from start-up ventures to Fortune 100 companies, from cutting edge technology firms to nonprofit organizations, from entrepreneurs embracing new markets to senior executives leading organizational change.
To all of these clients, we offer a complete suite of business services, including:
- Alliance and partnership development
- Brand strategies
- Business plan development
- Competitive analysis and market research
- Leadership training
- New business development
- Organizational design
- Retreat facilitation
- Risk analysis process improvement
- Strategic planning
- Team building
Click here to e-mail Peter Levy, Principal in Charge of Sobel Consulting Services
Click here to view Peter Levy's article on Strategic Planning (downloads a PDF)
Healthcare Consulting
The importance of strong integrity and best practices are at the core of Sobel & Co.'s Healthcare Consulting Team. Our professionals utilize their expertise in risk management and internal controls to offer an array of services to hospitals, medical groups, nursing homes, and long-term care facilities. Our team has an extensive background in every aspect of regulatory compliance. Among the services that Sobel & Co. offers are:
- Personal Needs Allowance (PNA) Audits
- Recovery Audit Contractor (RAC) Medicare Audit Support
- Documentation of Community Benefit Standards for Hospitals
- Negotiation and Analysis of Managed Care Contracts
- Operational Audits of Emergency Room Practices
- Hospital Financial Record Reviews
Click here to email Peter A. Levy, Principal in Charge of Health Care Consulting, with any questions.
Marketing Consulting
Sobel & Co. provides marketing consulting services for business owners across a breadth of industries including retail, professional services, manufacturers, healthcare, construction and nonprofit.
Click here to download a PDF of our Marketing Services flyer with additional information
Click here to e-mail Sally Glick, Chief Marketing Officer and Director of Marketing Consulting
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