Advisory Services

Advisory services are provided in an organized and structured manner, geared at helping your business grow.

Advisory Services Offered

  • Forecasts and projections
  • Analysis of management systems
  • Succession planning
  • Valuation of business
  • Private foundation administration
  • Directorship and advisory board services
  • Entrepreneurial
  • Feasibility studies
  • Employee benefit plans
  • Merger and acquisition support
  • Budgeting
  • Asset management
  • Loan application and presentation

Contact an Advisory Service Partner

Walnut Creek Office

Carmel Office

Other Services

Accounting

Advisory Services

Audit and Review

Estates and Trusts

Litigation Support

Financial Planning

Tax Services

Valuations

Wealth Management



BBR LLP, Certified Public Accountants and Consultants is a full service accounting firm with offices in Carmel Rancho, Carmel-by-the-Sea, San Francisco, and Walnut Creek, California. Services include Accounting, Advisory Services, Audit & Review, Estates & Trusts, Financial Planning, Litigation Support, Tax Services & Planning, Valuations and Wealth Management.