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
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AssuranceWe ensure your financial statements and internal controls are in accordance with generally accepted accounting principles. |
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AdvisoryOur 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. |
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TaxIn 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. |
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TechnologyOur technology team provides cybersecurity and network services designed for manufacturing environments, helping protect critical systems, secure sensitive data, and maintain reliable operations. Our capabilities include access management, network security, system monitoring, and backup and recovery solutions. We also help businesses prepare for Cybersecurity Maturity Model Certification (CMMC) by assessing current practices, identifying gaps, and supporting implementation of required controls. Ready to get started? Download our CMMC readiness checklist to evaluate where your organization stands and take the first step toward compliance. |
Whittlesey is always here for me when I need them. They provide professional and sound advice that suits my business needs as they keep up with the ever-changing business landscape. They know who we are, what we do and often anticipate what our future needs will be.
- J.L.
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