Strategic Mid-sized Business Advisory Services
The Critical Role of Strategic Business Advisory in Your Growth Journey
Expert Guidance for Complex Financial Decisions: Receive trusted advice to navigate complicated tax laws, regulatory changes, and financial challenges with confidence.
Maximizes Tax Efficiency: Discover legitimate opportunities to reduce your tax burden and improve cash flow, helping your business retain more earnings.
Supports Sustainable Growth: Align tax planning with your long-term business expansion and investment strategies to fuel steady progress.
Improves Profitability: Gain insights into operational efficiency and cost control that directly boost your bottom line.
Prepares for Business Transitions: Get expert support to smoothly handle mergers, acquisitions, or exits while minimizing tax consequences.
Enhances Compliance and Risk Management: Stay up to date with tax regulations to avoid costly penalties and reduce the risk of audits.
Provides CFO-Level Financial Leadership: Access strategic financial planning and decision-making expertise to complement your existing team.
Neil Jesani Advisors At a Glance
25+
Years in business
99%
Client Satisfaction
800+
Long-Term Clients
70+
Team Members
Comprehensive Tax, Accounting, CFO & Financial Strategies
Mid-Size Business Tax Strategies for Sustainable Growth
Mid-sized businesses face complex challenges that can impact cash flow and potential opportunities for expansion. Our tax strategies for mid-sized businesses focus on identifying tax-saving opportunities and implementing business tax mitigation strategies that reduce your overall tax burden. By improving your tax efficiency, we help free up capital to reinvest in growth and innovation, all while ensuring compliance with evolving regulations.
CFO Advisory and Fractional CFO Services for Business Owners
Financial leadership is essential for navigating today’s complex business environment. Our CFO advisory services provide expert guidance on budgeting, forecasting, and strategic tax planning tailored to your business needs. For companies not ready for a full-time CFO, our fractional CFO for business owners delivers high-level insights and hands-on support to drive profitability improvement services and ensure your tax strategies are aligned with your financial goals.
Business Exit and M&A Tax Planning for Founders
Planning a business exit or merger? Our specialized team offers comprehensive business exit tax optimization and M&A tax planning to help you navigate the tax implications of selling or transferring ownership. We work closely with you to structure transactions that maximize value, minimize tax liabilities, and protect your legacy, allowing you to move towards a successful financial future.
Strategic Tax Reduction & Holistic Financial Planning for Founders, Owners, Partners & Investors
Tax Planning, Preparation, Compliance and Audit Defence
Generally, successful mid-sized businesses are owned by single founders, partners, families, or other public and private investors. As high-income earners, these owners and their families often require advanced income tax planning.
We will help business owners and their family with:
- Identifying, evaluating, and implementing sophisticated tax strategies.
- Preparing federal and state income tax returns through our team of US-based CPAs, EAs, and Tax Attorneys.
- Reviewing the last three years of tax returns to ensure compliance and amending them if optimization opportunities exist.
- Providing guidance and support on individual tax matters throughout the year.
- Offering representation for IRS notices and audits by our experienced attorneys admitted to the US Tax Court.
Asset Protection, Estate Planning, Legacy & Financial Planning
These owners are not only high-income earners but also high-net-worth individuals. Beyond advanced income tax planning, they require comprehensive support in asset protection, estate, legacy, wealth management, and holistic financial planning.
You get help with:
- Implementing advanced asset protection and estate tax mitigation strategies.
- Drafting appropriate asset protection and estate planning documents for domestic and foreign trusts through a licensed legal team.
- Establishing robust risk management and protective firewalls.
- Facilitating the transfer of assets into various LLCs and trusts.
- Developing charitable donation strategies using cash, in-kind gifts, specialized trusts, and family foundations.
How We Deliver Results: Our 4-Step Business Optimization Process
Discovery & Diagnostics
We begin by understanding your your current performance, market position, and key challenges.
Strategic Action Plan
We develop a clear, actionable plan to improve profitability, efficiency, and growth potential.
Implementation & Coordination
We partner with your leadership teams to put the strategic plan into action.
Ongoing Optimization
We measure outcomes, adjust plans. and refine your strategy to maintain long-term success.
Meet Our Business Performance Experts
Our team combines tax, financial, accounting, and strategic expertise with CPAs, IRS Enrolled Agents (EA), Tax Attorneys, and Certified Financial Planners (CFP) designations to help your businesses operate smarter and grow stronger.
You will work with:
- Financial Analysts – to estimate performance and guide decision-making.
- CPAs & Accountants – for accurate reporting and financial management.
- Advisory Consultants – for strategy, planning, and operational improvement.
- Tax Attorneys & Specialists – to ensure every financial move supports tax efficiency.
Our Approach: Strategic, Data-Driven, and Actionable
We combine financial analysis with strategic advisory to help business owners make informed decisions. Every recommendation is data-based, easy to understand, and focused on measurable results.
Strategic
Focus on opportunities that improve business profitability.
Data-Driven
Insights based on accurate financial and operational analysis.
Actionable
Practical action plan that can be implemented immediately.
Why Clients Choose Neil Jesani Advisors
Our business performance consulting approach makes complex operations easier to manage, more efficient, and fully aligned with your growth goals. By working with our team, you benefit from:
Proven Expertise – 25+ years in tax planning services for high-income individuals, business owners, and mid-market companies.
Senior In-House Team – Work with 70+ CPAs, Tax Attorneys (JDs), EAs, CFOs, Controllers, and planners.
Trusted Reputation – 99% client satisfaction and 800+ long-term clients who rely on our coordinated, white-glove support.
Industry Knowledge – 1000+ years of combined team experience in healthcare, technology, legal, real estate, private equity & more.
Unified Tax Guidance – One team handling tax planning, compliance, accounting, and advisory work so your decisions stay tax-efficient.
Clear Communication – Transparent pricing, detailed explanations, and support designed to help you make confident decisions.
If your business is based in the USA and generates between $50 million and $500 million in annual revenue, we would welcome the opportunity to speak with you.
What Customers Are Saying
They are very knowledgable and professional. Rich has been incredible in educating me about the different tax strategies, and developing compelling personalized strategies based on my financial outlook. Raniya has been amazing in keeping the overall process organized and efficient, and Sally has helped ensure smooth execution.
Frequently Asked Questions
Business advisory services provide expert advice to help companies improve financial performance and optimize tax strategies. At Neil Jesani Advisors, our advisory focuses on aligning tax planning, financial management, and business operations to bring forth sustainable success.
Our business advisory includes tax-efficient financial planning, CFO advisory support, profitability analysis, and strategic guidance for growth, mergers, and exit planning tailored to your unique business needs.
The role of business advisory is to act as a trusted partner, helping you make informed financial and tax decisions, identify growth opportunities, manage risks, and navigate complex tax laws to maximize your business’s value.
While business advisory and consulting overlap, advisory offers an ongoing strategic partnership with a focus on financial and tax optimization. Consulting often involves project-based advice or specialized problem-solving. Neil Jesani Advisors provides continuous advisory support tailored to your evolving business needs.
Business advisory firms like Neil Jesani Advisors deliver comprehensive financial and tax guidance, helping businesses improve cash flow, plan strategically for growth, optimize tax positions, and prepare for transitions such as mergers or exits.
Traditional accounting tracks history, business performance focuses on improving the future.
Yes. We collaborate with internal teams to enhance systems, accuracy, and insights.
We recommend quarterly reviews with monthly or ongoing dashboard updates.
Clients often see measurable profit improvements, better cash flow management, and stronger long-term financial planning.
Most clients see significant savings, stronger compliance, and improved cash flow within the first year.
