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Post financial crisis, many small to mid-sized manufacturing and distribution companies, are struggling with limited expansion opportunities and international competition. To strategically grow, companies need to invest in product innovation while managing inventory, cash flow, and debt. To be both lean and nimble, takes smart planning. This is where the experts at Whittlesey can help. We validate business plans with thought-provoking advice on how to drive productivity, increase profitability, and reduce business risks.

For more than five decades, our team has serviced national and international manufactures and distributors. We assist clients with advantageous planning to manage fluctuating costs and margins, anticipate threats, and achieve operational or labor efficiencies. Our team can work with yours to assist with merger and acquisition strategies and buy-sell agreements. And we approach each engagement focused on how to retain or grow market share. When companies need to make difficult decisions, they seek our seasoned counsel. This is why many of our clients consider us an extension of their leadership team.

How we can help

We ensure your financial statements and internal controls are in accordance with generally accepted accounting principles.

Our team can design strategic plans, including 1-, 2-, or 3-year roadmaps, integrating quarterly metrics to check and adjust along the way. To increase profitability and productivity, we conduct financial analysis to identify positive and negative trends. Whittlesey can assist with merger and acquisition strategies and buy-sell agreements, collaborating with your internal teams as well as external parties such as financial institutions or attorneys. We also offer human resources assistance for effective staffing and full compliance with government regulations. And we can help with succession and estate planning for both business owners and key employees.



In addition to preparation of federal, state and local taxes, we meet with our clients often to pro-actively plan and consider advantageous tax strategies. For manufacturers and distributors with U.S. operations, we consider permanent and temporary tax strategies such as accounting method studies, R & D credits and state and local tax planning. For companies with international operations, we consider the impact of I/C Discs and transfer price studies on a companies' annual tax rate.

Our technology team provides IT general controls and risk assessments. IT general controls include administration of user access, change controls over business systems and backups and recovery to assure reliability, integrity and availability of data. IT risk assessments focus on threats and vulnerabilities to customer information and compliance with regulatory obligations.

The Whittlesey team provides outstanding tax advisory and tax compliance services for Colt. When I need assistance in key areas such as strategic tax or business planning, I can count on the Whittlesey team to provide the advice we need.

- Kevin Green, Controller, Colt

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