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.

Business advisory services, Business strategic consulting, Small business advisory services

Business management consulting Massachusetts, Business succession planning, Mergers and acquisitions consulting, Transaction advisory services, Business strategy consluting

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

Work With Our

Experienced Accounting Team

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

Management Advisory Insights

Cash or Accrual Accounting

By Katrina Arona • July 22, 2025

To handle their finances and file taxes, most small business owners must decide between two accounting methods: cash or accrual. This decision determines how and when income and expenses are reported, which can have a major effect on tax obligations and cash flow.

Choose the Right Ownership Structure when Buying a Vacation Home

By Katrina Arona • June 23, 2025

Tax Tip: Make sure you chose the correct ownership structure when buying a vacation home.

Carefully Documenting Expenses is Key to Surviving the IRS Scrutiny

By Katrina Arona • June 3, 2025

Business owners either established or just starting up, should maintain accurate records for income and expenses. Carefully documenting expenses is essential to claiming all eligible tax deductions. Having good standing records can help defend amounts reported on tax returns in case of an IRS audit or court challenge.