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

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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

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.

The sun is shining through the branches of a cherry blossom tree.

Mindfulness and Mentorship - Steps to Building an Effective Mentorship

By Katrina Arona • May 28, 2025

The value of an effective mentorship can make a difference in personal and professional growth of employees. Overall effecting the performance of individuals involved, increasing productivity, and fostering self-development through encouragement in the expansion of professional expertise.

Get to Know the “Unusual” General Business Credit

By Katrina Arona • May 12, 2025

Tax Tip: Tax credits are more valuable than a tax deduction, however they are not unlimited. The general business credit can limit the aggregate value of tax credits.