Whether you are a large, established company seeking guidance, a small or start-up firm needing assistance, or an individual wanting financial planning advice, the experienced staff at Alliant Advisors offers a broad range of services to meet your needs:
Businesses of All Kinds
Alliant Advisors offers a wide range of professional services to meet the varied needs of businesses of all kinds.
Tax Planning and Preparation Services, including:
- Income taxes
- Sales taxes
- Payroll taxes
- Retirement plan reporting
Auditing, Human Resources and Other Services
- These and other services are provided in partnership with leading firms
Established Smaller Businesses
Start-up Businesses
Initial Consultations
- In-depth discussion of venture feasibility: financial, personnel, marketing, management and other essentials
- Formal or informal business plan preparation or assistance
- Business Setup Assistance
- Selection of tax entity (sole proprietor, S-corporation, C-corporation, L.L.C.)
- Advice on obtaining other professionals-attorneys, insurance agents, bankers, etc. - to assure that all requirements are met with qualified, caring professionals
- Application with government agencies for tax filings
- Determination of the best accounting system for client’s needs
- Implementation or support of QuickBooks ® accounting software
Ongoing Consultations
- To help client successfully achieve their goals in the new venture
Expert Business Valuations
Business Valuations are needed in a variety of situations, such as:
- Buying or Selling a Business
- Sales of a Business
- Mergers & Acquisitions
- Divestiture
- Initial Public Offerings (IPO)
- Allocation of Acquisition Price
- Buy/Sell Agreements
- Other Than Buying or Selling a Business
- Estate & Gift Taxes
- Charitable Contributions
- Eminent Domain
- Fairness Opinions
- Bankruptcy & Foreclosures
- Mediation & Arbitration
- Succession Planning
Wade Runge is a Certified Valuation Analyst, certified through the National Association of Certified Valuation Analyst (click here to learn more about NACVA). Click here to get a copy of Wade’s curriculum vitae.
Litigation Support Services
Litigation Support Services in the following areas:
- Disruption of Business
- Dissenting Shareholder Actions
- Divorce
- Partner Disputes
Advice and Services for Individuals
Advice and Services for Individuals
include:
- Complete year-round tax planning and preparation
- Financial advisory services through Genworth Financial Advisers
Corporation*
- Basic estate planning guidance
- College funding advice
- Trust and estate income tax return preparation
Dave Bunge is a Certified
Financial Planner.
* David Bunge is a Certified Financial
Planner™
Branch Office at:
2500 West Higgins
Road, Suite 105, Hoffman Estates,
IL 60169
Securities-Related Email Address: david.bunge@genworthrr.com
Investment and insurance products
distributed by Genworth Financial
Securites Corp., member NASD/SIPC
and a licensed insurance agency (dba
Genworth Financial Securities and
Insurance Service in CA); investment
advisory services are offered through
Genworth Financial Advisers
Corp., an SEC Registered Investment
Adviser. Home offices at 200 N. Martingale
Rd., 7th Fl., Schaumburg, IL 60173;
phone 888-528-2987. Accounting and
tax services from Alliant
Advisors, Inc. which is not affiliated
with Genworth Financial Securities
Corp. or Genworth Financial Advisers
Corp.
Alliant Advisors, Inc. is not affiliated
with Genworth Financial Securities
Corp or Genworth Financial Advisers
Corp.
This is not a solicitation for sale
of securities in any jurisdiction.
The registered representative(s)
or investment adviser representative(s)
referred to on this site may only
transact business, effect transactions
in securities, or render personalized
investment advice for compensation,
in compliance with state registration
requirements, or an applicalbe exemption or exclusion.
Following are the states in which
David Bunge is licensed: Arkansas,
Illinois, Wisconsin.
