Professional Services

SRPC Prof. ServicesToday’s professional services firms face unprecedented change created by changing tax laws. technology, talent, organization structure, succession planning, and private equity investments.

As a professional service firm ourselves, we understand your challenges firsthand. We know that, unlike other professions, the “seller-doer” model used in professional service organizations relies on firm leaders to be revenue generators. We have built a reputation for helping professional service firms reach their goals and overcome challenges.

We make your life easier first by helping you make the right foundational decisions like entity structure. Is it a partnership, LLC, or other structure that meets your needs and sets your pathway to success? Some of the issues where we help professional service organizations are:

  • Tax Planning & Minimization
  • State & Local Tax Issues
  • Equity Structure
  • Succession Planning
  • Mergers & Acquisitions
  • CFO Services
  • Bank & Alternative Arrangements & Cash Flow

Our services tailored for Professional Service Firms include:


Sandy Saggar

Managing Partner

Learn More About Sandy
Sandy Saggar