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Business Financial Advisory

Business Advisory Services for High-Stakes Financial Decisions

Last updated: May 2026 β€” Information current as of this date

Selling, buying, or valuing a business? Need clearer P&L, cash flow, or working capital before a major decision? Start with the advisory problem, then coordinate tax planning and filing around it.

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πŸ† Houston-Based Business Advisory
πŸ’° M&A & Business Valuation
🏒 P&L, Cash Flow & Working Capital

Need profit and loss statement help?

Michelet Financial provides P&L preparation and review, revenue and expense analysis, margin and variance reporting, and monthly decision support for businesses nationwide.

Explore P&L statement services Call (225) 396-5511

Business Financial Advisory & Strategy

Michelet Financial is more than a tax firm. We bring CFO-level financial strategy to businesses that can't justify a full-time finance hire β€” valuations, M&A, cash flow, and strategic planning.

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Business Valuations

Market comps, DCF, asset-based. For sales, buy-ins, estate planning, SBA loans.

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M&A Advisory

Buy-side and sell-side. Due diligence, deal structure, tax-efficient sale structuring.

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Financial Due Diligence Preparation

Quality of earnings, normalized results, cash flow, working capital, and a documented diligence question log.

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Cash Flow Optimization

90-day cash forecasting, receivables/payables strategy, working capital analysis.

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P&L Management

Margin by product/service line, overhead allocation, cost structure optimization.

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Strategic Planning

Annual budgets, 3-year models, KPI dashboards, scenario planning, growth roadmaps.

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Tax Loss Harvesting

Offset capital gains with realized losses. Stocks, ETFs, crypto, real estate β€” all asset classes.

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Tax Filing & Preparation

We prepare federal, Texas state, and local tax returns for individuals, self-employed, and businesses. Every return includes a full deduction audit β€” we don't just plug in your W-2, we hunt for everything you're owed.

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Individual Returns (W-2)

Wages, salary, investments, rental income. We file clean, accurate, maximum-refund individual returns for clients nationwide.

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Self-Employed & 1099

Freelancers, contractors, gig workers. We identify every legitimate business deduction so you're not overpaying self-employment tax.

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Real Estate Investors

Depreciation schedules, pass-through deductions, 1031 exchange guidance, and rental income optimization for property investors nationwide.

Small Business Tax Preparation

Business taxes are complex. We simplify them while making sure you're not leaving deductions behind. We work with LLCs, S-Corps, C-Corps, sole proprietors, and partnerships.

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LLC & S-Corp Returns

Form 1120S, 1065, and Schedule C preparation with full deduction optimization. Quarterly estimate planning included.

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Entity Structuring Advice

Should you be an LLC or S-Corp? The right choice depends on profit, payroll, ownership, state rules, and administrative cost. We compare the numbers and explain the tradeoffs.

Year-Round Tax Planning

The best tax returns are planned, not filed. We work with clients year-round to minimize liability before the deadline through legal strategies most preparers never mention.

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Tax-Loss Harvesting

Offset capital gains with strategic losses. We review your investment portfolio and implement harvesting strategies to reduce your taxable income.

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Prior Year Amendments

Overpaid in previous years? We amend returns up to 3 years back and recover your money. No recovery, no fee.

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Quarterly Planning Sessions

Four check-ins per year to adjust withholding, review deductions, and plan major transactions before they impact your tax bill.

Not Sure What You Need?

Book a free 30-minute call. We'll review your situation and tell you exactly which services would benefit you most.

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Get Your Biggest Legal Return β€” Free Consult

100% remote. We file in all 50 states. Response within 1 business day.

No spam. No pressure. We respond within 1 business day.

Michelet Financial Services

Tax Strategy, Financial Operations and Business Advisoryβ€”One Firm

Big Ass Tax Returns is Michelet Financial's tax and financial-services brand. The same team supports tax work, financial operations and high-stakes business decisions through the services below.

Tax Strategy, Filing & MitigationYear-round tax planning, preparation and lawful strategies designed to reduce avoidable tax exposure. Strategic PlanningBudgets, financial models, KPI planning and decision support aligned with business goals. Working Capital ManagementReceivables, payables and liquidity analysis to help businesses deploy cash more effectively. Business Acquisition StrategiesFinancial analysis and planning for owners evaluating growth through acquisition. Cash Flow OptimizationCash forecasting, scenario analysis and operating recommendations for stronger liquidity. Merger & Acquisition AdvisoryTransaction planning, financial due diligence and deal-analysis support for buyers and sellers. Investment Advisory ServicesTax-aware financial analysis and strategic guidance, subject to the scope of the firm's applicable credentials. Profit & Loss ManagementRevenue, margin and expense analysis that turns financial statements into operating decisions. Business ValuationsMarket, income and asset-based analysis for planning, negotiation and transaction decisions. How to Value a BusinessMethods, multiples, and what buyers actually payβ€”income, market, and asset approaches explained. Fractional CFO ServicesOutsourced CFO leadership, cash-flow forecasting, management reporting and strategic finance for growing companies nationwide. Business Exit PlanningStrategic 1–5 year exit planning: valuation baseline, financial cleanup, buyer identification, and M&A advisory through closing. Compliance & Auditing SupportFinancial-control, documentation and compliance-readiness support for growing businesses.

Review the firm's complete service profile at Michelet Financial, or call (225) 396-5511 to discuss the right engagement.

Nationwide services built to generate action

Choose a focused service page for scope, process, FAQs, sources, and a direct consultation request.

Private-Company Valuation

409A Valuation for Stock Options and Equity Compensation

Preparing private-company option grants? Review the nationwide 409A process, required documents, valuation methods, material-event triggers, and consultation steps.

Explore 409A Valuation Services

Dedicated service pages

Choose the Service That Matches Your Decision

Tax Planning ServicesTax-Loss HarvestingSmall-Business Tax PreparationSelf-Employed & 1099 TaxCapital-Gains Tax PlanningP&L & Financial ReportingBusiness Financial ConsultingCash-Flow ManagementBusiness ValuationM&A & Exit Planning

Call (225) 396-5511 to discuss the right starting point

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  • Our Core Advisory Services

    Certified Valuation AnalystTax Planning ServicesM&A AdvisoryBusiness Broker HoustonBusiness Valuation Services409A Valuation for Private CompaniesBusiness Succession PlanningFamily Business Succession PlanningBusiness Exit Planning