Morris+D’Angelo Advisory and Consulting Services

You Don’t Know What You Don’t Know — We Close That Gap

At Morris+D’Angelo, we can provide a “Short-Cut” to know-how, knowledge and information that does not exist in your organization.

 

Whether it’s for a specified period of time or ongoing services, we provide solutions to Specific Challenges and Situations; or Analyze, Diagnose or suggest Corrective Behavior. We also create and implement methodologies and systems that enhance effective efficiency and order to your business.

 

Our breadth of Financial Experience and our Worldwide Network of Business Relationships allow us to tap experienced “outsiders” point of view and evaluation toward your business growth.

 

Price is What One Pays. Value is What One Receives — Collective Minds and a Fresh Perspective

Consultants add value to your company based on the most mundane observations and insights. It may be “glorified common sense” we bring to the table but know we have a critical eye towards measurement, analysis, and improvement.

 

A Few Ways We Advise and Provide Services For You

Businesses We Serve: Corporations Partnerships International Impat and Expat	SALT (State and Local Tax): Property Excise Local State Multi-state	Fiduciary Duties: Trusts Estates Gifts
All Business Tax Planning and Projections: Corporations Individual Multi-State Multi-National Estate Wealth Preservation Asset Transfer Planning Coordinated Family and Business Planning Multi-Generational Planning	Tax Litigation Services: Audit representation Appeals Tax Court coordination, support, and expert services Offshore compliance Pre-audit planning and risk analysis Amended returns	Mergers & Acquisitions: Assistance with Valuation Coordination of Terms Options to Strategic Forms Exit Planning Coordination Buyer Representations Seller Representations Negotiations Problem Solving / Solutions Due Diligence
International Services: Strategic Global Expansion Corporate Planning Tax Optimized Planning Asset Protection Planning Global Tax Preparation (supervision, review, and coordination)	Continuing Education / Speaking / Seminars and Workshops: Ethics Business of the Future Pricing Keynote Presentations Customer Selection, Retention, Loyalty Executive Retreats

 

Our methods for accepting new consulting relationships are transparent and rugged. We are determining the value of investing our intellectual capital into our customer’s business and lives. We are not a transactional practice. If our prospective customers desire transactions over relationships, we will happily introduce them to respective colleagues who operate under a different business model. We have learned that we are a great fit for some and not for others. Being proactively picky may create near-term pain but long-term success.

 

Our process is modernistically old school. We get to know each and every customer and their associates (including their key family members as appropriate). We invest in our relationships and we know our customers invest just as deeply. For success requires deep commitments from all parties. We have learned that one-sided investments are rarely mutually profitable and we don’t mean just dollars. In our practice, emotional paydays are more memorable than a customer’s check. It isn’t’ that we don’t want to be paid, we do, and in fact we price our services based upon value, we simply measure profit more than merely what is in our checking account.

 

Price is what one pays. Value is what one receives. We are a firm that prices our services based upon value received and value provided. We do not have hourly rates or any form of time-based pricing. Call us with a question, whether slow or fast, and it is included. Period. We do not charge or send invoices for phone calls, emails, texts, or meetings. This means there are no surprise invoices. We scope out each project and we agree to pricing and terms. We offer service level guarantees about the quality of our service. We stand behind our work, our ideas, and commit to treat each and every customer professionally, with candor, and with respect. We expect the same in return as only together are we able to deliver the future that each customer desires.

 

We are different and proud of it. Welcome to our world and the beginning of the best journey of your life.