Services

Small/Family Businesses

The Roart Group collaborates with entrepreneurs to create opportunities for growth. No matter the stage of your business, we assess your management and financial structure to provide solutions for success. With years of experience across various industries, we examine your immediate and long-term goals, ensuring we meet your needs with innovative solutions for continued success.

Our advisory services include strategic business growth and planning, business planning, mediation and negotiation, cash flow planning and budgeting, business structuring/restructuring, real estate negotiations, strategic tax planning, and business valuations.

The Roart Group also understands the needs of families who own and operate their businesses. Our consulting services provide the solutions for the family and the business.
We have a unique collaborative approach that concentrates on creating a balance of the interpersonal, operation and financial issues to help the family and their closely held business achieve desired success.

Hospitality

The Roart Group has extensive knowledge and expertise in the hospitality industry, helping restaurateurs and food service businesses achieve financial and operational goals. Having worked with top chefs and restaurateurs in New York City, including Bobby Flay, Jean Georges, and Danny Meyer, we understand the challenges and can develop strategies for successful growth and profitability.

Our services include restaurant business valuation, strategic growth planning, mediation and negotiation, cash flow planning, business restructuring, real estate negotiations, strategic tax planning, franchising and expansion, and identifying hidden costs We also specialize in turning around struggling restaurants and maintaining profitability.

At The RoArt Group, we provide the expertise and support needed to help your restaurant or food service business thrive in a competitive market.

Tax Services

Do you want to maximize your tax refund? Do you want to know what triggers a tax audit? If you answered “yes” to either of these questions, let the The Roart Group help you!

We will help you plan, maximize your retirement plans, stay organized, manage your retirement accounts actively, and use all available retirement plans. Additionally, we will help you avoid paying too much self-employment tax and ease concerns about the IRS and audits

Arthur Levy, our seasoned CPA, has assisted hundreds of individuals and business owners with their tax preparations. With his long-standing relationships and personalized service, Arthur ensures a smooth and efficient tax process. Let us guide you through the complexities of tax preparation and ensure you receive the maximum benefit. If you are uncertain about recent tax changes or how new rules might affect you, The Roart Group can help.