Consulting and Advisory Services

Seize valuable opportunities and tackle business problems head-on: with Miller Bernstein’s consulting and advisory services, practical solutions will materialize.

Our clients call upon us at the early stages of business transitions, investment opportunities, or challenges that they face. We have a unique strategic skillset starting with our in-depth knowledge of their business, decades of our own developed expertise, and an extensive trusted network of industry leaders to coordinate as needed. This network includes valuators/appraisers, bankers, financing specialists, insurance professionals, tech venture capitalists, and legal counsel in specialized areas such as cross-border tax, technology, estate, real estate, matrimonial, and insolvency.

An experienced, objective advisor can help your business tap into otherwise overlooked potential. Our team is committed to helping you gain the competitive advantage that can drive your growth strategy. We are here to help you build valuable solutions and realize your maximum potential.

Miller Bernstein Advisory Services

• Cash flow projections
• Review of legal documents from a business and tax perspective including purchase and sale, partnership, co-ownership, incorporation, reorganization, shareholder agreements, wills, matrimonial, trusts etc.
• Structuring and due diligence on the purchase of a business or asset
• Structuring on the sale of a business or asset
• Assistance with planning for matrimonial contracts and asset protection
• Assisting with the transitioning or the division of a business
• Litigation support
• Insurance planning and evaluation