Financial Consulting

St. Louis financial analysis and business consulting services

Consult with financial experts in St. Louis, Missouri

Also available as a stand-alone service, consulting and/or financial analysis is included in some of our packages and can be a huge benefit when considering purchasing a business, planning a start-up, seeking a Valuation for a sale, acquisition, or when in need of bank financing. It is also an extremely valuable resource for businesses struggling with profitability or employee issues.

Financial reporting and analysis

Volpe Consulting and Accounting can help you analyze your business’ data and use it to make wise decisions. Maybe as a business owner, you want to know why there seems to be a lack of profits or want to analyze where your business’ profits came from.

Financial analysis doesn’t just include your costs and debts, but also cash flow, liquidity, profitability, working capital, and more. We look at compiled financial statements, such as income statements, balance sheets, and more. Then we review the compiled documents with you.

Business valuation planning and research

Did you know that 40% of business owners significantly misestimate their company’s worth before consulting a business valuation expert?

Whether you’re planning to sell your business, seeking investors, or handling legal proceedings, getting your company’s value wrong can cost you millions. Indeed, choosing the right valuation expert isn’t just about finding someone with a calculator – it’s about finding a professional who understands your industry, speaks your language, and knows exactly what methods will give you accurate results.

But here’s the challenge: with countless professionals claiming expertise in business valuation, how do you separate the truly qualified experts from those who might miss crucial value drivers in your business?

When should I get my business valuated?

Business valuations serve multiple purposes throughout a company’s lifecycle. Determining the best business valuation method for your company is a crucial step in the process and one with which Volpe would be happy to assist. Most owners seek valuations in these situations:

  • Business sale or acquisition – Whether selling your business or buying another, a valuation helps establish fair market prices and negotiation positions.
  • Succession planning – Transferring ownership through family succession, employee buyouts, or strategic sales requires clear valuation to ensure proper transitions.
  • Estate and gift tax planning – Accurate valuations are essential for transferring business interests while minimizing tax burdens.
  • Legal proceedings – Valuations support resolution in shareholder disputes, partnership dissolutions, marital divorces, and other litigation.
  • Capital raising – Investors and lenders typically require objective valuations before providing funding.
  • Buy-sell agreements – Creating agreements between business partners requires establishing mutually agreed-upon values to prevent future conflicts.

Complete financial consulting services for businesses in and around St. Louis, Missouri

Whether you are a small business owner trying to begin a start-up or have been around for years, Volpe Consulting and Accounting provides affordable business consulting services. Maybe you’re deciding on whether to invest or lend capital or debating whether or not to discontinue a main operation of your business, we can assist you in finding the right strategy.

We can make a general assessment, but delve further into strategy development, and detailed implementation that follow your ideal vision and business strategy.

Contact Volpe to speak with a Financial Consulting specialist in St. Louis

Fill out the form with details about you, your company, and any other information or Financial Consulting questions you may have to get started. One of our accounting or financial consultants will get back to you right away.

“The Volpe team is simply the best. They are very service focused and easy to reach. They’ve been managing our payroll and bookkeeping for quite some time now and have done a fantastic job of it. Strongly recommend !”

Joedy Polanco

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