Management Advisory

Management Advisory

At MBK, our tax, audit, accounting, business valuation and industry experts work together and with you to develop strong and practical strategic solutions for your business.

Tell It Like It Is

From transaction-based tax planning and succession planning, to business valuations, mergers and acquisitions and beyond, all business owners have one thing in common: a need for a strategic business partner. We listen to you, help you identify emerging opportunities and challenges and help you proactively develop your road map to reaching your financial goals.

Ready to get started?

Call us at (413) 536-8510

Management Advisory Accounting Services

Estate, trust and gift planning

Succession planning

Mergers and acquisitions

Purchase or sale of a business

Debt and equity financing

Transaction-based tax planning

Contract evaluations

Business valuations and litigation support

Employee benefit plans

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Experienced Accounting Team

Submit any inquiry or request for proposal (RFP) below.

Management Advisory Insights

Underpay your 2023 Taxes? Consider Filing an Amended Tax Return

By Katrina Arona • January 13, 2025

Did you underpay your 2023 taxes? Consider filing an amended tax return.

Managing the Business Interest Deduction Limitation

By Katrina Arona • January 10, 2025

At one time, businesses were able to claim a tax deduction for most business-related interest expense. But that changed with the enactment of the Tax Cuts and Jobs Act (TCJA). The TCJA created Section 163(j), which generally limits deductions of business interest to 30% of a company’s adjusted taxable income, with certain exceptions.

MBK hosted the EANE Finance Roundtable

By Katrina Arona • December 31, 2024

On December 13th MBK Partner James Krupienski, Manager Dan Eger, and Tax Supervisor Olivia Calcasola joined EANE President Allison Ebner for a special hybrid Roundtable discussion with business leaders of the Northeast.