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Business Advisory Services
in New York, NY

In today’s fast-paced business environment, effective decision-making is vital for overcoming challenges and capitalizing on growth opportunities. Winitsky Group offers comprehensive advisory services to help your business adapt, manage risk, and thrive. With decades of industry experience, our experts provide strategic guidance and tailored financial strategies, ensuring your business achieves sustainable success and builds a lasting financial legacy.

Without a trusted partner, your business risks facing inaccuracies in your financial records, non-compliance issues, and missed opportunities for growth and profitability due to lack of expert guidance and support.

Building on a Solid Foundation

In today’s dynamic business landscape, effective decision-making is crucial to navigating challenges and seizing growth opportunities. At Winitsky Group, we provide comprehensive advisory services that empower your business to adapt, manage risk, and thrive amid constant change. Our team offers a deep understanding of your company’s financial landscape, delivering insights essential for informed decision-making.

With decades of experience across various industries, our experts provide the strategic guidance you need to steer your business towards sustainable success. From creating tailored financial strategies to offering operational leadership, we are committed to helping you build a lasting financial legacy.

Winitsky Group

We’ve been in business since 1955 in the most competitive market in the world. 
We know what it’s like to leave a legacy.

Business Advisory Services

Startup and Formation Services

A lasting legacy begins with a strong foundation. At Winitsky Group, we understand the challenges of starting a new business, which is why we're committed to helping you get off on the right foot. We take the time to understand your vision and goals, ensuring that our advice is tailored to support your venture's unique needs.

  • Tailored Business Structure
  • Optimized Entity Classification
  • Effective Accounting Systems

Business Advisory

At Winitsky Group, we understand that making informed financial decisions is crucial to your business's success. Our team leverages extensive industry knowledge and experience to provide tailored advice that supports your strategic goals. Our approach is highly personalized; we take the time to understand your unique business challenges and objectives.

  • Analyze Financial Data
  • Assess Market Trends
  • Evaluate Potential Opportunities
  • Risk Assessment Studies

Mergers and Acquisitions

In a constantly shifting economic environment, mergers and acquisitions can be powerful tools for driving growth and ensuring stability. However, these complex transactions require careful planning and a deep understanding of the available strategies. At Winitsky Group, our M&A specialists meticulously analyze each aspect of the process, helping you navigate potential risks while capitalizing on opportunities.

  • Business & Asset Valuation
  • Transaction Structuring
  • Cash Flow Projections
  • Financial Due Diligence
  • Operational Due Diligence

CFO Services

At Winitsky Group, our CFO Services are designed to provide you with comprehensive financial leadership and strategic guidance, without the need for a full-time, in-house CFO. Our services include:

  • Profitability Analysis:
  • Outsourced CFO Plans:
  • Bookkeeping Systems Setup:

Winitsky Group has been with us from day one, and their advice has been invaluable as we’ve scaled our business. They truly get what we’re trying to achieve and offer more than just numbers—they provide insight that drives our growth.

Thomas Luthy
President, Luthy Equities

Want to work together?

Request a Consultation

Schedule a consultation to discuss your financial goals and challenges with our experienced advisors.

Get a Partner

Partner with our dedicated team to receive personalized tax and accounting services tailored to your specific needs.

Build Your Legacy

Work with us to develop a comprehensive financial plan that ensures your long-term success and secures your financial future.

Request A Consultation