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 you help with ""Succession Planning"" for a Santa Rosa family business?
We facilitate the roadmap for transitioning ownership, ensuring the business stays healthy for the next generation.
Do you offer M&A due diligence for local acquisitions?
If you're looking to buy a competitor or prepare for an exit, we provide the deep-dive financial health checks needed.
Can Sorren facilitate a strategic retreat in the Santa Rosa area?
Yes. We lead leadership sessions to help local executive teams align on 2026-2030 growth targets.
How do you support ""Pivot"" strategies for local wine/food companies?
We provide the financial modeling to ensure shifts (like wholesale to direct-to-consumer) are profitable.
Do you provide litigation support for local business disputes?
Our forensic team offers expert testimony for legal matters handled in the Sonoma County court system.
