Thomas Financial Services LLC
We make complex financial decisions simple
Small Business Consulting | Thomas Financial Services
Thomas Financial Services (TFS) experts have 100+ years of experience in strategy, intellectual property development, technology adoption, finance, audit, valuation, operations, quality and customer experience management.We provide a number of services including
- Business Planning - For companies. Preparing detailed business plans to attract capital investment.
- Due Diligence - For the investor. Evaluate private or public investment opportunities.
- Certified Valuation Analysis - As independent experts, we will research and accurately establish Valuation, positives and negatives of a Merger or Acquisition.
- Compliance - For Broker/Dealers. The process created by TFS reduces the time and cost for Broker/Dealers to meet FINRA 10-22 documentation and compliance requirements.
If you’re an investor looking for an authoritative third-person opinion on an opportunity under consideration, TFS can help you too. It’s not enough to review high-level financial information. TFS experts are able to bring the entire investment target into concise focus – the exact insight you need, exactly when you need it.
