Toll Free: 800-493-5605
4130 Whitney Avenue, Hamden, CT 06518 • Phone: 203-281-0540 • Fax: 203-287-6788
85 Wolcott Hill Road, Wethersfield, CT 06109 • Phone: 860-529-5600 • Fax: 860-529-5605
On Balance. We Offer You More. At SM&L, we take pride in the reputation we've developed for integrity, professional excellence and commitment to service.

ESOP Plans

Our Advisory Services to Management division has undertaken a number of successful engagements including assisting in the evaluation, selection and implementation of appropriate management information systems; authoring procedures manuals; introducing Activity Based Costing systems; assisting franchisers with setup, application and operations; business valuations, mergers and acquisitions; banking and financing; strategic planning; and, participation on advisory boards. Our professional staff has significant experience with a variety of management information systems and administrative procedures, both in your industry and in others, which will allow us to refine your internal record-keeping functions to insure the highest level of utilization, timeliness and accuracy. SM&L has also developed comprehensive business plans, financial forecasts and financing proposals for our clients and assisted in their presentation to prospective lenders and investors.

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