Advisory

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sustainable growth.

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Behind every thriving business lies a foundation of informed decision-making, clear financial insight, and strategic foresight.

Whether you’re seeking a business valuation to support long-term planning, preparing for a transaction, navigating operational challenges, or facing a legal dispute, our experienced team is here to guide you. We deliver objective analysis, strategic guidance, and practical solutions tailored to your goals.

Our comprehensive and scalable support integrates seamlessly into your business, adapting to your evolving needs. From maximizing profitability to managing risk, we’re your trusted partner in every critical moment, providing the clarity and confidence to move forward with purpose.

Advisory Solutions

We are more than just trusted advisors. We’re partners in your success. At Sorren, we align our expertise with your vision to help you understand your business’s true value, navigate transactions with confidence, solve operational challenges, and manage financial complexity in legal matters.

 

From delivering clear, objective business valuations to offering strategic guidance during high-impact decisions, we work collaboratively to elevate your business’s performance. Our advisory solutions are designed to drive progress, protect your interests, and deliver lasting peace of mind.

DOWNLOADABLE BROCHURE

ADVISORY OVERVIEW

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Business Valuations

Reliable, objective valuations that support confident decisions, fair transactions, and strategic planning tailored to your business goals.

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Transaction Advisory

Expert guidance and clear insights to help you navigate complex transactions, mitigate risk, and achieve successful outcomes.

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Corporate Consulting

Strategic guidance and tailored solutions to overcome challenges, unlock growth, and turn critical moments into lasting success.

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Litigation Support

Clear analysis and expert support to help legal teams navigate complex financial matters, uncover insights, and build stronger cases.

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INDUSTRIES SERVED

  • Construction
  • Nonprofit
  • Dealerships
  • Restaurants
  • Agriculture
  • Real Estate
  • Government
  • Dental
  • Retail
  • Professional Services
  • Manufacturing
  • Affordable Housing
  • Healthcare
  • Technology
  • Transportation
WHAT TRUSTED CLIENTS SAY ABOUT SORREN
“As an attorney myself, I’ve worked with a number of CPAs and firms. Ann Koenigsman and her team stand out way above the crowd in both their expertise and the warmth with which they serve their clients, particularly in the estate and trust department. Not only do I use their services personally, but we have referred many clients their way over the years and will continue to do so.”
Catherine Hammond

, 

Attorney/Founder

 – 

Hammond Law Group PC
“Shelly is a fantastic person and tax professional! After helping my family and I navigate our complicated personal taxes, I quickly turned to her for my small business needs. I was looking for someone that was experienced, fair, and honest that could help me reach my business goals with the best tax benefits. Simply put, she has transformed my business with her advice and direction when it comes to tax information, receipt recording, and overall organization. Honestly, I’d be lost without her in my corner! Her fees are more than fair, and her advice is second to none. Do yourself a favor and call Shelly!”
Mark Hewitt

 – 

Really Executives
“I have worked with Amy for years and she has always been so responsive, competent and helpful! She has done both my personal taxes, and payroll and taxes for several of my businesses.”
Morgan Hoffman

, 

JPAR Live Local

 – 

Designated Broker/Realtor/Co-Owner
“Brad Ryan has been our accountant for almost two decades. The team has assisted us with complicated payroll tax items, business returns, taxes related to real estate and 1031 exchanges, selling a company and capital gains. The entire team is kind, professional, knowledgeable and efficient.”
Rebecca Zanders

, 

D6 Elements

 – 

Business Consultant and Exit Planning Advisor
“My wife and I own a cleaning company and have been working with Tim Jones for the past two years. We’ve received excellent advice every time and taxes couldn’t have been easier. As a newer small business we have had some bumps and Tim has always been easy to reach and happy to help. If you need an accountant having these guys in your corner would be an excellent bet.”
David Meloche

, 

Owner

 – 

Feather and Steel Cleaning LLC

News and Insights

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How Does an Auditor Verify Account Balances and Transactions?

Audit season is just around the corner for calendar-year entities. Understanding the types of source documents your auditor might request can help minimize disruptions during audit fieldwork and maximize the effectiveness of your audit.
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Thinking About an Audit? Here’s What You Need to Know First

Audits—the word alone creates an uneasy feeling for many business owners, but it doesn’t have to! In fact, an audit can be an incredibly valuable tool for your business, helping you gain insight into your company’s financial health, build trust with shareholders and enable access to various sources of capital.
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IRS Audit Alert: Are You Making These Common Mistakes?

The Internal Revenue Service (IRS) conducts audits to ensure both individuals and businesses are complying with tax laws and accurately reporting their income and deductions. Although audits are relatively rare, certain income brackets and specific actions can draw the attention of the IRS.
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Boost Your Expense Report Management with 7 Simple Tips and a Free Expense Reporting Template

Tracking employee expenses can be a real headache for entrepreneurs. Missing receipts ring a bell? What about never-ending piles of paperwork? What if we told you that tracking your expenses didn’t have to feel that way? Welcome to the world of the expense report.
Three professionals are engaged in a serious discussion at a white desk in an office setting. A woman in a white blouse listens attentively as a man in a blue suit gestures toward a laptop screen displaying a vehicle image. Another man in a dark suit sits beside him, observing the conversation. Documents, a pen, and a glass of dark beverage are on the table, suggesting a business or legal consultation.
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Article

Understanding Excess Business Losses: A Comprehensive Guide for 2025 and Beyond

In a financial world full of shifting tax rules and regulations, keeping up with what affects your bottom line isn’t just helpful—it’s essential.
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Article

FAQs For Plan Sponsors and Employees on Cares Act Relief

The CARES Act was a swift federal response to help businesses and employees manage pandemic-related economic challenges. Many aspects of the wide-range law make significant changes affecting employer-sponsored retirement plans and their participants.

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