Our Process

Ianieri, Giampapa & Co., PC recognizes that you are extremely busy running your company. We also realize that the successful owner has valued advisors and consultants on the team already. Structuring business and family strategic options is a dynamic process. Therefore, we have developed a system that has proven both time efficient and worthwhile.

►We meet with our prospective new client to develop a sense for what he/she is trying to achieve. This initial meeting gives us a chance to better understand your business, your concerns, strengths and weaknesses, and gives you the opportunity to ask any questions about us.

►Post meeting we review your past financial statements and tax returns to learn more about how your business operates, noting revenue streams, cash flow, and cost structures. This gives us the information we need to brainstorm on how we can improve your position in the marketplace.

►In view of your goals and current status within your industry and marketplace we will communicate our preliminary assessment to the owner, management and any relevant outside advisor.

►After thorough and frank discussions with all parties, we will prepare and present our final recommendation for implementation at your Company.