Stone Carlie’s Manufacturing & Distribution Services Group provides professional services to manufacturers, manufacturers’ representatives, wholesalers, distributors, jobbers, and manufacturing service providers in a wide variety of industries and markets. Because many of our clients own and manage their own real estate, our Construction and Real Estate Services Group often joins in providing additional services. Stone Carlie’s Corporate Finance Group regularly provides valuation and financial advisory guidance to enhance client company eventual transaction value.

Assurance Services

• Audit, Review or Compilation of Financial Statements
• Agreed-upon Procedures – Procedures designed to review a specific area of the company’s operations
• Budgeting, Forecasting and Financial Analysis
• Internal Controls Review
• Section 404 Evaluations
  

Tax Services

• Federal Tax Consulting and Compliance
• State and Local Consulting and Compliance
• Sales and Use Tax Consulting
• Representation before Taxing Authorities
• Research Tax Credits
• International Tax Support

Corporate Finance

• Business Valuations
• Mergers, Acquisitions & Divestitures
• Targeted Searches
• Financing & Capital Sourcing
• Litigation Support
• Financial and Tax Due Diligence
• Transaction Tax Analysis and Structuring
• Post-merger Integration

Asset Management

• Cash Managements
• Receivables Management
• Inventory Management – LIFO, Job Costing

Performance Analysis & Improvement

• Financial Analysis
• Cash Flow Analysis, Forecasting and Management
• Systems Review and Design
• Inventory and Cost Management
• Overhead Analysis and Allocation
• Performance Measurement
• Balanced Scorecard
• Benchmarking
• Financial Diagnostics and Insights
• Rapid Performance Improvement
• Rapid Financial Close
• Compensation System Design

Business Planning

• Financial Modeling
• Visioning – core values, core purpose, courageous goals, “Good to Great”
• Strategic Planning & Mapping
• Market Positioning Strategy
• Implementation Strategy
• Alignment
• Strategic Leadership
• Succession Planning
• Family Business Consulting
• Outsourced Resources & Project Management

Security Systems and Process Assurance

• Information Technology Planning
• Technology Risk Assessments
• IT Governance and Controls Reviews
• Security Testing and Assessment
• SAS 70 Reviews

Individual Tax Services and Wealth Management

• Investment Advisory Services
• Estate Planning
• Retirement Planning