Accomplishments with Closely Held Businesses

Malin Bergquist clients operate in a wide range of industries, providing our team with broad business expertise. Over the years the firm has developed a large base of clients in the food/beverage and distribution industry, automobile dealerships, medical, dental, chiropractic and physical therapy service and the manufacturing industry. Some highlights include:

• Food and Beverage - We have served the food, beverage, and distribution industry for more than three decades. This has ranged from acquisitions , mergers and succession plans to supporting operational needs in tax and business planning. The businesses we serve include beverage distributors (alcohol and non alcohol), food and drink establishments and food distributors. We understand the core performance indicators of these businesses, including industry margin analysis, industry overhead cost levels and percentages, and we have performed business plan support associated with the expansion of franchises.
  
  
• Medical - Our clients in the medical arena range from single practitioners to large group practices. Our professionals serve the accounting, tax, and planning needs of hundreds of practice groups. We have assisted clients in selling and buying their practices, developed strategies for exiting their practices, provided practice valuation services and supported their operational needs with accounting and income tax preparation. Senior members of our team have furnished these services for more than 35 years including seats as board members at various medical institutions.
  
  
• Automotive Dealerships - Clients in the automotive dealership industry benefit from our experts who provide accounting and tax assistance. Our clients represent a substantial number of the large domestic and foreign automobile dealership types and we understand the complexities and nuisances of this industry.
  
  
• Manufacturers - Manufacturing clients benefit from our service depending on the need in the cycle of their enterprise. For start ups, we provide expert assistance in entity selection, accounting system support and consultation and tax planning. Our professionals advise on inventory pricing and control consultation, assistance with research and development credit projects and cost segregation information and support. Our team has expertise in large international and SEC manufacturing accounting and auditing, business valuation and planning.