Planning

WE PLAN STRATEGY. We believe all entities must plan and strategize to secure their future. We have done this at many levels and are available to assist our clients in this way. From annual budgets and year-end tax planning, to long-range planning, to business continuation and exit strategies, we can be of assistance. Too often successful small businesses fail when they start to grow, or when their founders retire. Budgets, projections, buy-sell agreements, business valuations, and understanding what drives the value of the business in its valuation, are all effective tools in strategizing how to successfully perpetuate small business entities. Our team has experience in this area, not only with our clients, but with many other organizations with which we have been involved.

Senior Director, Vance Roy, has served on the governing body of Promistar Bank, First National Bank of Herminie, Bally Design, Inc., ROAM Investments, Inc., ROAM Dynamic Media, Inc., Conti, Stewart, Roy and Associates, PC, Stewart & Roy Investments, the Pennsylvania Institute of Certified Public Accountants, and the Southwestern Chapter of the PICPA.

Our two Of Counsel Associates have served on the governing boards of numerous local community organizations and one served on the governing body of the Pennsylvania Institute of Certified Public Accountants, and the Southwestern Chapter of the PICPA, as well.

Our Director of Audit and Tax Services, Elizabeth Boyle, has served on the governing body of the Southwestern Chapter of the PICPA and the Investment/Finance Committee of the Sisters of Charity of Seton Hill.

Strategic planning is important to all entities, but is often overlooked by the small business or non-profit organization. Just letting things happen is a manner of planning in itself, but not one that we recommend. We can help with both annual budget/tax planning and long-range strategic planning because WE PLAN STRATEGY.

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Roy & Associates, PC serves clients in western Pennsylvania located predominantly in Westmoreland County, Allegheny County, and Fayette County.

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