Business Management Services

Our business management team can help your management team develop long-term objectives; plan effective strategies to meet those objectives; and implement tactical programs supporting your strategies. Our overall goals are sustained growth and success for your company. Our business management services help you define and achieve your specific goals.

For every individual and company we serve, we recommend an annual operational audit. This provides us with the opportunity to look back together with you at the year past and look ahead to the year to come. An annual audit helps you learn from past successes and challenges, and formulate a plan to anticipate and address potential issues moving forward.

Our clients turn to PF&N Management Advisory Services for insights into:

Risk management
We help you anticipate risks and plan how to minimize your company’s exposure and liability
Litigation prevention and management
We help you plan and implement systems and procedures to reduce your liability as well as to support your case in the event of litigation
Succession planning
Our management advisory services help your managers plan their exit strategies and successors in order to minimize any potential negative impact on your organization’s operations, profitability, and brand equity.
Mergers and acquisitions
Whether you are joining a corporate partner or acquiring a company, PF&N can help make the complete transition seamless: due diligence investigations, transaction negotiations, as well as integration of systems, policies and procedures, personnel, and infrastructure.

Liquidations
PF&N helps enhance the efficiency of planning and implementing liquidations and divestitures.
Deferred compensation plans
PF&N can help you structure the most favorable compensation plan the law will allow.
Fraud and forensic investigations
PF&N is thorough, fast, accurate…and always discreet.

Your management can rely on PF&N Business Management Services for expert counsel on virtually any accounting issue.

Get help with your tax & accounting needs

Your business is important to us. Contact us today so we can help you achieve success.

Max Frid

Co-Founder

Max Frid is a co-founder of our firm and its Principal. He has over fifteen years of experience in tax and accounting. Mr. Frid began his career with a Big Four international public accounting firm. Subsequently, he was a corporate finance manager in the headquarters of the Walt Disney Company. Mr. Frid’s expertise includes all types of federal and state tax disputes and controversies, mergers and acquisitions, tax planning, research, compliance and consulting services.

A significant part of Mr. Frid’s practice focuses on wholesale and retail distribution, manufacturing, professional services, real estate and technology. He also leads our real estate construction practice. Mr. Frid received his CPA license in California in 1999 and is graduating from Golden Gate University, Master of Science in Taxation program.