At Peña, Briones, McDaniel & Co., our team of experts can analyze your business or estate and deliver the results with confidence and security. Following are just a few areas where we can be of service, but our expertise doesn’t end with this list. If you have a unique situation, give us a call and let us help you with your financial difficulties.
Buying or Selling a Business Before you buy or sell, you should always have a clear financial picture. We can help you sort out fact from fiction.
Estate Planning for Gifts or Inheritance The passing of your wealth is important, and we can help ensure that your estate is distributed the way you want it done.
Buying Out a Partner or Shareholder Buying out a partner or shareholder can be a risky venture, but our team will show you the risks and the advantages in black and white so you'll be fully informed before you take any action.
Institutional Financing We have a wide variety of resources to help you analyze your entity’s capital structure and needs, taking your particular financial situation into account.
Valuing Assets Asset valuation is never as cut and dry as it seems. Let our team of experts guide you through the process. Evaluating Future Performance and Risk We have seen a lot in our years of business and we can assist in preparations of future performance and risk based on our experience.