Retail & Wholesale


Retailers and wholesalers continuously find themselves facing new regulations, issues and technological changes in their industry.  You must stay on top of  these new trends in order to remain competitive in the market. Today’s changing economy provides both challenges and opportunities for retailers and wholesalers, and the decisions made today will either help your company to grow and thrive in the industry or to be passed by competitors.

HBK has professionals experienced in many different retail and wholesale environments.  Each member of our team has the ability to assist retailers and wholesalers in managing their businesses’ growth and profits while informing them of the continuous changes and challenges in the trade.

Retail & Wholesale Services:

  • Analyze cash management and provide pertinent suggestions for cash flow increase
  • Review and discuss current industry issues and trends in order to beat the competition
  • Assistance with LIFO consulting and compliance in order to save money in taxes
  • Analyze financial performance and provide real world suggestions for improvement
  • Assistance with employee benefit plans and ideas to help keep key employees
  • Assistance with buy/sell planning to maximize value for the parties involved with the transaction
  • Assistance with preparation of monthly financial reporting requirements
  • Assistance with establishing strategies to achieve your business’ strategic goals
  • Preparation of year-end financial statements and tax returns
  • Assistance with preparation of budgets and monitoring of those budgets in order to generate higher profit
  • Estate planning with review and ongoing monitoring of current and future goals for you and your descendants
  • Preparation of forecasts and projections for new and existing entities in order to make informed decisions
  • Assistance and ongoing monitoring of the structure of your business to maximize value
  • Preparation of audits, reviews and compilations for financing requirements or assurance

Some of our retail clients include:

  • Limited variety stores
  • Supermarkets and other grocery stores
  • Electronic shopping and mail-order houses
  • Pharmacies and drug stores
  • Shoe stores
  • Miscellaneous store retailers
  • Meat markets

Some of our wholesale clients include:

  • Durable goods wholesalers
  • Grocery and related products wholesalers
  • Motor vehicle supplies and new parts wholesalers
  • General line grocery wholesalers
  • Furniture wholesalers
  • Beer and ale wholesalers
  • Wine and distilled alcoholic beverage wholesalers
  • Tobacco and tobacco product wholesalers
  • Electrical apparatus equipment, wiring supplies and related equipment merchant wholesalers
  • Roofing, siding and insulation material wholesalers
  • Industrial and personal service paper wholesalers

We work with clients in the retail & wholesale industry on a daily basis to help them improve their businesses. We can do the same for you.

Speak to one of our professionals about your organizational needs

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