Advisory Services

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Accurate records, seamless operations and confident financial decisions.

Stratax delivers strategic advisory support designed to strengthen financial performance and guide meaningful business decisions. Our experienced team helps privately held companies and individuals optimize operations, navigate challenges, and identify opportunities for long-term success. With a blend of insight, precision, and proactive guidance, we bring clarity to complex financial and operational matters—empowering you to move forward with confidence and create lasting value.

CFO Services

  • Financial planning and analysis
  • Budgeting and forecasting
  • Cash flow management
  • Risk management
  • Financial reporting and M&A support
  • Accounting and bookkeeping

Business Valuation

  • Business valuation reports
  • Financial analysis
  • Asset valuation
  • Industry benchmarking
  • Due diligence
  • Exit planning

Business Formation

  • Holistic Business Value Analysis
  • Independent Evaluation of Assets and Financial Performance
  • Precise Valuations for M&A, Funding, and Litigation
  • Risk Identification and Value-Enhancement Opportunities
  • Tailored Valuation Solutions Aligned to Business Priorities
  • Compliance-Driven Expertise with Data-Backed Insights

RPA Advisory

  • Expert guidance on complex tax matters
  • Strategic tax planning and advisory
  • Consultation on business structures and investments
  • Compliance review and risk assessment
  • Personalized tax strategies