Skip to Main Content

At KMD, our financial advisory services help businesses and individuals prepare for the future while providing the assistance and guidance they need today.

Happy clients

Outsourced CFO Services

Our outsourced CFO services allow you to focus on building your business, providing peace of mind in the knowledge that your finances are being professionally managed. We offer various outsourced CFO services, including:

  • Financial and Business Strategy Development
  • Budgeting and Forecasting
  • Financial Reporting and Analysis
  • Cash Flow Management
  • Cost Management
  • Profitability Analysis
  • Funding and Capital Structure
  • Risk Management
  • Accounting Oversight
  • Compliance and Regulatory Reporting
  • Investor Relations Support

Additionally, our outsourced CFO services can incorporate compensation, benefits, and pension planning advisory.

Family Offices

Family governance and Financial Transparency to members, Trustees, Beneficiaries and Attorneys. KMD specializes in initiating, developing, and implementing comprehensive family office solutions, providing a range of services, including:

  • Investment management
  • Wealth planning
  • Family governance
  • Customized advisory support

Our hands-on approach ensures our clients’ specific needs are met, enabling you to accomplish your financial goals.

Woman looking at an iPad
Accountant pointing at chart

Personal Wealth Services

We support and work with your advisors to Collaborate on the following:

  • Retirement Planning
  • Estate Planning
  • Wealth Protection
  • Risk Management
  • Philanthropy and Charitable Giving
  • Cash Flow Management
  • Insurance Planning
  • Debt Management
  • Education Funding
  • Real Estate Planning
  • Investment Monitoring and Adjustments

Succession Planning

  • Succession Strategy Development
  • Leadership Transition Planning
  • Talent Assessment and Development
  • Ownership Transition
  • Governance Planning
  • Exit Strategy Development
  • Continuity Planning
  • Risk Assessment
  • Documentation and Legal Compliance
  • Implementation Support
  • Managed Services Agreements (MSAs)

Create strategic, cost-effective and tax efficient plans to meet the goals of family members. Customize compensation and gifting strategies and work with key advisors and attorneys to protect the planning and ensure that the work success in succession is maintained for our clients.

Accountant consulting a client

Start-Up Business Advisory

Starting a new business is a significant milestone. KMD provides the necessary support and guidance to help your start-up thrive.

QuickBooks Advisory and Training

Although it is one of the most popular digital accounting platforms, QuickBooks may initially seem complex. No matter the type of software and hardware you use within your workspace or which version of QuickBooks you use, our team is adept at handling and providing support for all third-party integrations.

Accounting Software Solutions

Your accounting software should save your business time and money, optimizing how you input and track financial data. But without the proper implementation and training, this same software can disrupt your workflow, creating problems instead of solutions. At KMD, our accounting software specialists can navigate you through the entire process, from installation to usage guidance. And if your business does not currently utilize accounting software, we can help you choose the platform best suited to overcome your unique challenges.

Mergers and Acquisitions (M&A)

We provide both buy-side and sell-side M&A services, streamlining acquisitions and divestitures.

Buy-Side Services

  • Clarifying acquisition objectives
  • Assessing potential targets
  • Conducting competitive analyses
  • Analyzing the value proposition
  • Providing support in preparing bids
  • Exploring and evaluating financing options
  • Assisting in negotiation and structuring
  • Providing support through the transaction closing process

Sell-Side Services

  • Thorough analysis of value across all aspects
  • Strategic identification of well-qualified buyers
  • Conducting due diligence before initiating the sale process
  • Creation and execution of precise marketing strategies
  • Coordination with both management and potential acquirers
  • Collaboration with legal experts to facilitate post-letter of intent due diligence
  • Assistance in structuring, negotiating, and closing transactions

Contact Us or Schedule a Consultation Below:

Please enable JavaScript in your browser to complete this form.
How can we help you?