Outsourced Services

Outsourced Services

In today’s volatile and changing markets, many organizations are likely to reassess their approach to doing business. We offer a wide range of management consulting services to a variety of clients. Our professionals can help you develop strategies to achieve your goals and objectives.

Our team of financial services experts take a collaborative approach that is designed to help you effectively manage risks, reduce costs, innovate, and boost customer loyalty.

We can assist you in developing clear, practical plans and execute them efficiently to ensure your company achieves real and sustainable performance improvement.

We can help you develop clear, practical action plans and implement them efficiently, to ensure you achieve real and sustainable performance improvement.

At Teuscher Walpole, we will work closely with you as we are fully invested in your success.


Due Diligence for All Types of Transactions

Looking at a target company's relevant sources of value and risk can increase your chances for a successful transaction. Thorough due diligence is essential, and that involves assessing risk and compliance issues, conducting tax and financial planning, determining cash flows, and identifying hidden costs.

Management Consulting

This involves working with clients to identify and solve complex business, organizational and operational problems, and define and improve processes. Management consultants focus on helping the leadership of an organization to improve overall performance and operations. Management consultants will usually engage with C-Suite level executives and address complex issues.

Mergers and Acquisitions

Mergers and acquisitions (M&A) is a general term that describes the consolidation of companies or assets through various types of financial transactions.

A merger occurs when two separate entities combine forces to create a new, joint organization. Meanwhile, an acquisition refers to the takeover of one entity by another. Mergers and acquisitions may be completed to expand a company's reach or gain market share in an attempt to create shareholder value.

Litigation Support

At Teuscher Walpole, we have on staff a highly skilled litigation attorney who will assist you fully with all of your litigation needs for current and pending cases.

Succession Planning

Succession planning is a strategy for passing on leadership roles—often the ownership of a company—to an employee or group of employees. Succession planning involves cross-training employees so that they develop skills, company knowledge, and a holistic understanding of the company.

In essence, succession planning is a focused process for keeping talent in the pipeline. It is generally a 12- to 36-month process of preparation, and not pre-selection. It also offers an opportunity for companies to identify key roles, people with the right skills, and positions that may need filling in a short period of time.

Succession planning provides a way to reduce the costs associated with recruitment, making it possible for organizations to manage recruitment in-house.

Succession planning is an important part of the talent management process.

Business Valuation

A business valuation is a general process of determining the economic value of a whole business or company unit. Various valuation techniques are used by financial market participants to determine the price they are willing to pay or receive to affect a sale of the business.

Wealth Management and Estate Planning

Wealth Management encompasses comprehensive guidance on a client's financial situation, including investment management, estate and tax planning, accounting, retirement planning and even legal guidance, in some cases. Wealth management offers more complete financial planning than portfolio management.

Wealth management is an investment advisory service that combines other financial services to address the needs of affluent clients.

Estate planning is the preparation of tasks that serve to manage an individual's asset base in the event of their incapacitation or death. The planning includes the bequest of assets to heirs and the settlement of estate taxes. Most estate plans are set up with the help of an attorney who is experienced in estate law.

Expert Witness

An expert witness is a person whose opinion by virtue of education, training, certification, skills or experience, is accepted by the judge as an expert.

The primary function of the expert witness is to assist the court in reaching its decision by providing independent expert or technical analysis and opinion on an issue or issues, based on the information provided by the people instructing him.

Contact Us

Contact us or submit a business inquiry online.

Our Outsourced Services Include:

  • Due Diligence for All Types of Transactions
  • Litigation Support
  • Management Consulting
  • Mergers and Acquisitions
  • Succession Planning
  • Business Valuation
  • Wealth Management and Estate Planning
  • Expert Witness