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Business Planning

Copeland, Trotter & Norman, P.C. is a full-service firm of motivated and dedicated CPAs and advisors. We understand the challenges facing your organizations and will leave no stone unturned in an effort to overcome those challenges. We assist clients through every stage of the business life cycle, from business formation and entity choice through the sale or legacy transfer.

Copeland, Trotter & Norman, P.C. has the experience, qualifications and the ability to meet the accounting and management assistance needs of your organization. Our committed approach to client service sets us apart from other accounting firms. Of course, we still provide tax and accounting compliance services for our clients, but that’s not where we place our emphasis. Our specialists apply their extensive experience to help you find money-making or money-saving solutions to the increasingly sophisticated and complex problems you face daily in controlling and managing change.

To grow, or even to survive, it’s simply not enough to know how to build buildings, manufacture products, sell automobiles, etc. You’re constantly dealing with people problems, competition, cost overruns, changing laws and regulations, changing technology, valuation issues, financing strategies, and more. The list is endless, and the decisions you can make in these areas on a daily basis can enhance your profits or wipe them out entirely.  Our advisors are available to assist you with decisions regarding:

  • Entity choice
  • Business planning and organizational development
  • Cash flow management
  • Sales tax compliance
  • Ownership succession planning
  • Lease/buy considerations
  • Budgeting and forecasting
  • Mergers and acquisitions
  • Buy/sell agreements
  • State tax considerations

We share an earnest desire to see that your business is successful. To reap the rewards available in the business world, you can’t afford to gamble with an accountant who doesn’t know your needs. You need the benefit of knowledgeable professionals who know your business from the ground up.