Understand your business’s value with objective analysis that supports strategic decision-making.
Prepare for a successful transition with strategies focused on long-term business goals.
Uncover financial insights and strengthen cases with investigative accounting support.
Align leadership teams and clarify priorities through guided strategic planning sessions.
Navigate acquisitions, sales, and transactions with financial insight and due diligence support.
Assurance
Insightful assurance solutions that go beyond compliance to strengthen decision-making, improve efficiency, and support your growth.
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Tax
Personalized tax solutions that simplify complexity, minimize risk, and support your financial goals.
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Accounting
Flexible accounting support that scales with your business—bringing clarity, confidence, and expert insight to every stage of growth.
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Advisory
Strategic guidance and solutions that help you or your business grow, adapt, and thrive through every challenge and opportunity.
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Private Client Services
Personalized strategies for ultra-high-net-worth individuals to preserve wealth, minimize tax impact, and plan confidently for the future, wherever life takes you.
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Can Sorren facilitate a strategic retreat for my leadership team?
Yes. We help Petaluma executive teams align on long-term goals through facilitated sessions, often held locally to minimize travel.
Do you offer exit planning for family-owned businesses in the North Bay?
Succession and exit planning are core to our advisory. We help you prepare your business for a transition to the next generation or an outside buyer.
Can you provide a business valuation for a partner buyout?
We provide certified valuations that reflect the current economic landscape of the Petaluma and Santa Rosa markets.
How do you help local companies manage rapid growth?
Our advisors provide financial modeling and scalability strategies to ensure your growth in the North Bay remains profitable and sustainable.
Do you offer litigation support for local business disputes?
Yes. We provide forensic accounting and expert testimony for legal matters within the Sonoma County court system.
