Financial Planning

financial planningOpportunities and challenges exist at every turn for a business,— a significant growth spurt; a reorganization, merger or acquisition; the sale of a company or assets; or a change in a partnership.

With PDM’s strong reputation for success, you can count on us to help your company navigate the ever-changing business environment. Our vast experience spans a wide variety of industries to help you in virtually any situation.

We collaborate with you to provide the financial advice you need to help your business succeed. Our strategy includes bringing in professional teams of attorneys, insurance consultants, and bankers to assist in the planning.

With over 20 years of experience in reorganizations and mergers, our professionals have the knowledge, expertise, analytical skills, and business acumen to provide the right financial advice at the right time.

PDM’s Financial Planning services encompass :