Advisory Services
In this volatile economy, businesses are faced with mounting obstacles on an ongoing basis; managing risk, maximizing technological efficiencies, and divesting or acquiring with precision and purpose. At Miller Kaplan, our private wealth managers and business advisors are dedicated to helping individuals, businesses and corporations do this every day, by providing perspective and sustainable solutions and strategic financial planning to better equip clients to be prepared for an economic turnaround.
We have the right Business Advisor for you.
At Miller Kaplan we offer a variety of advisory solutions and a business advisor is always available to assist you with all your personal or business strategic financial planning needs. Our advisory solutions for complex issues include:
Ability to Pay Analysis
For various reasons, companies may request financial concessions from a labor organization. In these situations, Miller Kaplan can analyze financial records and disclosures to determine the company’s ability to meet the financial requirements of the collective bargaining agreement.
Business Strategy
Successful strategic planning and the execution of a business strategy, requires familiarity, experience, and a strong team. At Miller Kaplan, each business advisor on our team, offer a wealth of experience and knowledge, and our approach to strategic planning for your business is designed to help you and your business grow, improve your organizational infrastructure, restate your financials or seek efficiencies in a merger or acquisition.
Because of stress caused by the economy, industry fluctuations, personal matters and various other time commitments, managing personal wealth, despite its importance, can easily get shifted to the back burner. To keep a closer eye on matters, we provide strategic financial planning advisors that will assist you with personal wealth management. For more than 40 years, high net worth individuals, professional athletes, entertainers, and other creative professionals have chosen Miller Kaplan as their personal wealth manager to oversee the day to day operations of their personal and/or business financial affairs; by providing personal/family financial planning and constant plan reviews, transparent and detailed accounting, tax preparation and compliance, capital management and financial transaction management.
License Agreement Consulting
Due to the ambiguity in licensing agreements, licensors or licensees miss out on millions of dollars. To help ensure that those issues don’t arise for our clients, we offer license agreement consulting to assist licensors, licensees and their attorneys to achieve clarity throughout the agreement. Each business advisor at Miller Kaplan is well versed in licensing and royalty standards and will be able to provide their clients with up-to-date royalty and licensing information.
Litigation Support
When existing or pending litigation and arbitration matters require assistance of an audit or accounting nature, our teams of professionals work with attorneys and/or courts to analyze and uncover financial information to present a clear and objective result based on our many years of experience and insight in the field.
Mergers and Acquisition
For many organizations, the best solution for improving operating margins, generating top-line growth or overcoming issues such as retirement planning, asset diversification, and succession planning is to join a larger organization. Through our Mergers & Acquisitions team, we assist clients before, during and after merger or acquisition transactions as well as provide them with business strategic planning solutions once the merger or acquisition has occurred.
Patent Pool Management
When, two or more patent holders license their patents to make a new technology, a patent pool is created. Often these pool participants operate as competitors and the use of an independent third party to manage the collection of royalties, allocate royalties and provide audit and assurance services can be beneficial to the pool. At Miller Kaplan, we provide these services as well as a comprehensive set of royalty compliance services for patent pools both nationally and internationally.
Royalty Compliance
Royalty compliance audits are an effective way for licensors and/or assigned agents to enhance their bottom line by collecting royalties due but unpaid for various reasons. Our royalty compliance engagements include an in-depth analysis of the licensee’s sales and reporting practices to determine the revenue generated from the licensor’s intellectual property as well as verifying if the intellectual property is being exploited consistent with the terms of the agreement.
To learn more about our any of our business advisory services including; personal strategic financial planning, or business financial planning, contact us at (818)769-2010 to speak to a business advisor and learn how we can help you with your advisory needs.