Fresno Advisory Solutions

Sorren’s Fresno advisory team helps businesses navigate growth, operational challenges, and strategic decisions. With experience in agriculture and logistics, we provide insights that help improve efficiency and profitability.

Fresno Advisory Solutions

Business Valuations

Understand your business’s value with objective analysis that supports strategic decision-making.

Exit Planning

Prepare for a successful transition with strategies focused on long-term business goals.

Forensic & Litigation Support

Uncover financial insights and strengthen cases with investigative accounting support.

Strategic Planning & Retreats

Align leadership teams and clarify priorities through guided strategic planning sessions.

Transaction Advisory

Navigate acquisitions, sales, and transactions with financial insight and due diligence support.

Industries Served

Other Services

Contact Information

Roxanne Shockey, CPA
Roxanne Shockey, CPA
Office Partner-In-Charge
9 River Park Place East, Suite 450, Fresno, CA 93720
Phone: 559-225-5200
Fax: 559-225-5270

Frequently Asked Questions (FAQs)

Can Sorren facilitate a strategic retreat for my Fresno leadership team?

Yes. We lead sessions designed to align Fresno executive teams on long-term goals, often held locally to minimize travel.

Do you offer exit planning for family-owned farms in the Central Valley?

Succession planning is a core specialty. We help Fresno families transition their legacy to the next generation while minimizing the tax bite.

Can you provide a business valuation for a partner buyout in Fresno?

We provide certified valuations that reflect the current economic climate and specific industry multiples of the Fresno market.

How do you help local companies manage rapid growth?

Our advisors provide financial modeling and scalability strategies to ensure your expansion in the Central Valley is sustainable.

Do you provide litigation support for Fresno-based legal disputes?

Yes. Our forensic team offers expert testimony and financial analysis for legal matters within the Fresno County court system.