Services at Hedman PartnersAt Hedman Partners, we provide our business and individual clients with high-quality, forward-thinking solutions that ensure their compliance with government regulations, minimize their tax liabilities, and enable them to plan for a secure and sound financial future. Our broad range of services include tax, audit, consulting and business solutions as well as insurance and asset management solutions available through affiliated third-parties.

Our business clients generally have revenue between $10 million and $150 million with many having multi-state and international operations. We understand that our clients were typically founded by entrepreneurial owners who are proficient technicians or great business developers that now need help navigating the more complex decisions that business growth has thrust upon them.

Our clients often do not have a formal board of directors and can benefit from a trusted business advisor that they can call or meet with to discuss their issues and help them make strategic decisions. Most owners have a goal of selling their business or retiring but do not yet have a formal plan in place to accomplish this. Many times, they have not completed their estate planning and have limited funds outside of the business for investment.

At Hedman Partners, we provide the assistance our clients need to manage through these issues. Our historical knowledge of their financial and tax situation puts us in a unique position to help them develop a formal exit strategy and guide them in its execution so they can accomplish their goals. We apply our experience to give our clients the foresight they need to explore their many options and choose the one that is best for them.

Tax Services
Our tax solutions provide our clients with the peace of mind that they are meeting their tax obligations while minimizing their tax burden through proper tax planning and entity structure. We deliver tax services to our corporate clients as well as to business owners and other high net worth individuals. Our services include:

  • Income tax return preparation
  • Estimated tax payment calculation
  • Tax planning and projections
  • Choice of entity selections
  • Structure of business sales and acquisitions
  • Estate planning
  • Interest-Charged Domestic International Sales Corporation (IC – DISC) implementation
  • State and local tax planning and compliance
  • Corporate tax provision support
  • Business personal property tax returns
  • Cost segregation services
  • R&D credit studies
  • Nexus studies
  • International tax planning
  • Sales tax consulting
  • Representation before tax authorities

Audit Services
Our audit solutions provide our clients and the users of their financial information an independent verification that provides confidence in the information they are relying on to make decisions. Audit services include:

  • Audit of financial statements
  • Review of financial statements
  • Compilation of financial statements with or without footnotes
  • Preparation of management use-only financial statements
  • Real estate joint venture compliance (PAPA) audits
  • Transaction due diligence
  • Review of internal controls
  • Forecasts and projections
  • Agreed upon procedures

Consulting Services
At Hedman Partners, our consulting services provide our middle-market business clients and their owners the ability to compare their performance against the competitive landscape, plan an appropriate exit strategy, and establish and accomplish personal goals. Our consulting services include:

  • Benchmarking and industry comparisons using ProfitCents®
  • Board of Directors consulting
  • Business owner personal strategic planning
  • Succession planning

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