Steven Roy Management

Steven Roy Management focuses on our core strengths - so you can focus on yours.
 
| Business Taxation | Business Management | 
| Business Finance | Business Analysis & Strategy |
| Portfolio & Wealth Management | Retirement & Succession |
| Not-For-Profits. Philanthropic Donors & Planned Giving |
| Commercial and Investment Real Estate |

Our Principals each have core expertise in one or more of the services we offer. Thus, you will always work with someone who is knowledgeable and experienced.

 

We maintain a long list of associations and contacts so we make referrals with the confidence that you will receive equally knowledgeable and experienced advice from those we recommend. (Our long-term clients maintain that our "Rolodex" is our most valuable asset.) To learn more about our Principals, click on the "Principals" button here.

For forty-five years we have worked in a variety of industries and developed significant skill levels in some of them. We are pleased to offer our assistance to any small to mid-sized (1-250 employees) business and its owners. Some things we do well:

 

  • Artists, athletes and entertainers (Business management, taxation, benefits)

  • Aviation [working assets] (All services)

  • Banking and Finance

  • High Net-Worth Individuals

  • Live performance production and touring companies (Business management, taxation, benefits)

  • Light Manufacturing

  • Production and post production [video, film, music, sound] (All services)

  • Real estate acquisitions [Commercial, multi-family, investment] (Acquisition, investment vehicles, taxation, property management)

  • Restaurants and restaurant chains (All services)

  • Retail, Wholesale, and Distribution

  • Service Businesses [e.g. Doctors, Lawyers, Engineers] (All services)

  • Technology and Software (All services)

We are especially enthusiastic about international, multi-state, start-up, innovative, or growth-stage companies and we hold a special place in our hearts for charitable organizations.

For more about our service mix, follow this link to our practice areas page.

No anonymous people shaking hands or peering at spreadsheets here. Each of our images references a project or projects we have actually been involved in.

© 2014-2020  by Steven J Roy Management. Steven J Roy Management is an equal housing opportunity broker, California Bureau of Real Estate license number 01706626. Steven J Roy Management is affiliated with Cambyses Financial Advisors, LLC a Registered Investment Advisor - CRD 230786 - Proudly created with Wix.com

 

The facts and information on these pages are reproduced from sources we have found to be reliable, but we cannot guarantee accuracy or completeness. Our observations and conclusions are general in nature and may not apply to specific situations. Nothing in this website should be construed as professional advice or professional opinion. Please consult your own advisors on matters of law, accounting and finance, taxes, insurance, planning, and investment before making significant decisions.

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