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Site Selection & Business Incentives

Site selection and business incentives

Expert guidance through each key step: site selection, incentive procurement and compliance
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Strategic guidance for sustainable growth.

Site selection and business incentives are strategic tools that can materially reduce project costs, accelerate timelines and improve long-term return on investment. Sikich helps organizations make location decisions with confidence, while securing the financial and operational support needed to scale successfully. 
 
We guide clients through complex, high-stakes decisions involving expansion, relocation, consolidation and investment, aligning business objectives with communities competing to support growth. 
 
The result: smarter decisions, reduced risk and maximized project value. 

Solutions

How we add value

Strategic incentives and growth advisory

Executive-level advisory for companies evaluating expansion, acquisition, relocation, hiring or capital investment decisions.

Site selection

We determine requirements, find site matches in desired locations, refine site options, tour and assess sites and provide strategic advice.

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Incentive procurement

We examine and evaluate incentive packages, negotiate incentive options and programs, assist with final site decision, inform government agencies and review all agreements.

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Compliance

We heavily engage in logistical processes. We oversee benefits that last up to 20 years, offer reminders, guidance, document handling, policy updates, secure archiving and onboarding.

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ASSETS

Files and resources

Site selection and business incentives services overview
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Client story: manufacturing acquisition
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Experts

Leadership

Jenny Massey
LinkedIn
Email
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If you think your business may qualify for incentives, contact our team of experts today.
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HeadSTART Approach for ERP and CRM Implementations

HeadSTART approach for ERP and CRM implementation

Whether you’re a small business, midsized organization or multi-billion dollar enterprise, Sikich’s HeadSTART approach delivers modern business applications consistently, safer, and on budget.
Is HeadSTART right for you?

What is HeadSTART

HeadSTART is a methodology developed by our technology practice help you get Microsoft Dynamics 365 ERP and CRM products in your hands faster. When you choose the HeadSTART approach for your project, you benefit from years of successful solution implementations and deep industry expertise. This helps you achieve a successful, high-value project outcome based on a clearly defined scope.

While each business has its own nuances, our pre-configured industry HeadSTART solutions address nearly 90% of your business requirements with a single set of configurations, ISV products, lightweight extensions and minor process changes based on best practices. Instead of starting from scratch, we deliver an almost perfect solution quickly, allowing us to focus our energy and your resources on creating the most value for your business.

Modern ERP

A simple approach to deployment

Sikich created HeadSTART to help clients see value faster. It brings together our industry and technology expertise with a modern, modular approach to deliver agile solutions through a proven deployment method.




principles

Guiding principles of HeadSTART

We built HeadSTART on core principles that accelerate deployments and uphold our high delivery standards.

Agile decisions

Agile projects using pre-packaged software cut deployment risk and cost.

Operational focus

Starting from scratch with heavy documentation often preserves old habits instead of promoting modern solutions.

Partnership fit

Implementation partners need to accelerate deployments and include analytics from the start.

Quality delivery

Clients should always receive top-tier service that reflects their partner’s expertise.

“The Sikich HeadSTART approach provided a preconfigured solution that allowed us to move forward much more quickly. People were saying, ‘We could go live with this.’”
Jon Fondi
Purchasing Manager, Hamilton
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Give your organization a HeadSTART.

Now’s the time to get faster results from your ERP and CRM implementations. Our methodology works across systems and industries to get you up and running sooner and more efficiently.
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Tax Services

Tax services

Tax touches nearly every business decision, especially as rules shift, footprints expand, and transactions accelerate. You need a partner who brings practical insight, coordinated specialists, and senior-level experience to help you navigate the tax landscape with confidence. The result: filings stay on track, risks are addressed early, and tax strategy stays grounded in your business objectives. 
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An integrated, year-round approach

We bring proactive planning and disciplined execution together, coordinating the right specialists at the right time, so you’re not managing separate workstreams or getting surprised late in the process. Our teams collaborate across federal, state and local, international, and private client services to deliver clear guidance, timely filings, and a tax strategy that supports how your business operates and where it’s headed. 

Access to senior leaders

Work directly with principals and experienced tax professionals, so you get clear guidance, fast answers and a relationship centered around your priorities. 

Right-sized for the middle market

We’re built for closely held, private-equity backed and growth-minded organizations, with the experience to handle complex tax matters. You get the depth and responsiveness you need, without enterprise layers that can slow decisions down. 

On-time filings and fewer surprises

Strong project discipline, proactive communication and early issue identification help keep returns moving and deadlines on track. 

Specialty expertise, comprehensive coordination

From federal, international, state and local planning to credits and incentives and transaction-related needs, you’re supported by specialists who coordinate across Sikich to deliver the right expertise at the right time. 

Solutions

Providing solutions to your tax challenges

Federal tax

Sikich’s tax pros help lower your business tax burden with smart strategies, from structuring to deductions.

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State and local tax

Sikich helps your business stay compliant and avoid tax issues with expert guidance on evolving state and local laws.

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International tax

Sikich helps you navigate global tax laws with expert guidance on planning, compliance, reporting, and cross-border strategy.

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Private client tax

Partner with a Sikich tax advisor to create a tailored plan that helps you reach your financial goals through smart planning, projections, and succession strategies.

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Tax credits and incentives

Understanding what credits are available and what it takes to qualify can ease your tax burden and help with your company’s cash flow.

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tax services

Outsourced accounting and tax planning

Sikich manages all your accounting needs and annual income tax planning and compliance, freeing your team to focus on growth

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ebook

Tax strategies for PE firms: now available

Effective tax planning for private equity groups and portfolio companies can create significant opportunities throughout the investment lifecycle. This eBook examines critical private equity tax strategies, including choice of entity, Section 1202 planning, state and local tax (SALT) planning, international tax planning, real and personal property valuation, and emerging tax topics to watch.
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One big beautiful bill act

OBBBA tax resources & updates

View the comprehensive resource for insights, analysis and next steps
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Industries served

Industry-focused tax services

Retail and wholesale

Expert

Leadership

Kurt Walcutt

Principal

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Neil Keller

Manufacturing

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Tom Magnor

Construction and RE

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Tom Perez

Professional services

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Jason Koebbe

Retail and wholesale

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Nathan Isenberg

Outsourced accounting

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ASSETS

Files and resources

Sikich tax planning guide
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Tax planning services
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International tax services
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Learn how we can assist you with in-depth tax planning & strategy.
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ERP Services

ERP consultancy services

Keeping an outdated or vintage ERP solution puts your business at risk.
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It’s time to modernize your ERP system.

Don’t fly blind. Partner with us to chart a clear path forward. We take time to learn your challenges and goals to ensure ERP fits your company’s direction. Collaborating with us lowers your risk because we draw on experiences with hundreds of clients across many industries.

Waiting too long to move on from legacy software can lead to real losses: brand value, customer and partner loyalty, revenue, rising costs, employee burnout, inefficiencies and competitive setbacks. Let’s make the switch before those risks become reality.

Services

ERP services

ERP rescue and recovery

We regularly rescue compromised ERP and CRM implementations. We’re proud of our track record of success.

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ERP implementation

Sikich has served as the CRM and ERP implementation partner in hundreds of projects across many industries.

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Legacy ERP migrations

We often help companies abandon legacy, green-screen solutions, and adopt powerful, modern ERP solutions in the cloud.

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On-going support for Dynamics 365

Sikich supports over 1,000 clients using Microsoft Dynamics solutions, with dedicated teams for each solution.

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Upgrades for Microsoft Dynamics

If your on-premise Dynamics solution has proven its business value, take it to the next level with Dynamics 365.

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On-going support for NetSuite

Accelerate your path to success by leveraging one of the top NetSuite Partners in the world.

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“Sikich helped us tremendously. They had the credibility and knowledge to streamline our processes moving from a legacy system. We came in under budget and on time. That doesn’t happen often.”
Jeff Maurer
VP/CIO of Planar Systems Inc.
Our Approach

Modern ERP is in the Cloud

If your legacy ERP helped grow your business, you’ve clearly managed it well — staying current with upgrades and patches where others fell behind. If you’ve waited until now to move on, your timing is ideal.

Modern cloud ERP is more flexible and powerful than ever. It’s highly configurable, enabling fast adjustments to data flows and processes. You can reallocate resources on the fly, scaling up or down as needed.

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Modernize ERP in a well-planned move

When it’s time to say good-bye to your vintage ERP and hello to modern cloud ERP, get in touch with Sikich. We will help you make an efficient, smooth transition to powerful, transformative technology.
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Employee Benefit Plan Audit

Employee benefit plan audit services

Quality audits by experienced and dedicated professionals
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Protect your plan and your people with specialized audit excellence.

Strong audits mean vital protection, and you have a fiduciary duty to ensure it’s audited against all applicable standards. Sikich’s dedicated year-round employee benefit plan audit team brings decades of experience auditing plans of all types and sizes. We audit over 800 plans and unions annually and stay at the forefront of industry developments and regulatory updates.

Beyond the audit, our team includes specialists in plan design, compliance, and Form 5500 preparation, supporting over 250 retirement plans and 300 welfare plans. As a national practice focused exclusively on employee benefit plans, we align our process to your needs – prioritizing early planning so you can move through your audit efficiently and with confidence.

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Plans audited annually
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Form 5500 filings annually
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Dedicated year-round team
PLAN TYPES

Audit services for all employee benefit plan types

Q2 2026 Credit Market

401(k) & 403(b)

Comprehensive 401(k) and 403(b) plan audit services designed to meet Department of Labor requirements while helping plan sponsors maintain compliance and reduce risk.

CMMC enclave support

Taft-Hartley and payroll audits

Specialized Taft-Hartley and payroll audit services supporting multiemployer plans, ensuring compliance with ERISA and complex collective bargaining and contribution requirements.

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self-service disaster recovery for Dynamics 365

ESOPs

ESOP audit services addressing valuation, allocation and compliance complexities, helping plan sponsors meet Department of Labor and regulatory requirements with confidence.

Health & welfare and MEWAs

Health and welfare plan audit services, including MEWAs, focused on compliance, reporting accuracy and evolving regulatory requirements under ERISA and related standards.

Webinar: Boosting NetSuite efficiency with AI, security, and financial intelligence

Multiple-employer and Pooled Employer Plans

Experienced multiple-employer plan audit services designed to address unique structures, shared responsibilities, and compliance requirements across participating employers under ERISA.

Defined benefit

Defined benefit plan audit services focused on pension compliance, actuarial considerations, and financial reporting accuracy, helping plan sponsors meet DOL and IRS Service requirements.

Beyond the audit

Benefits administration services

Our employee benefit plan professionals provide year-round benefits administration services, including Form 5500 preparation, ACA compliance, non-discrimination testing, and plan design consulting. Discover how our team can help strengthen compliance and reduce administrative burden.
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ASSETS

Meet your objectives

Employee benefit plan audit brochure
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Checklist for a successful 401(k)/403(b) audit
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Plan audit requirements
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EXPERTS

Leadership

Ingrid Boyd
LinkedIn
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Ready to get started?

Fill out this form and our employee benefit plan audit team will schedule a free consultation.

Audit & Assurance

Audit and assurance

No matter your industry, you need a partner that strengthens your trust in the numbers, stays ahead of regulatory compliance, and makes complexity transparent. We lower your risk, increase your credibility, and enhance your visibility. With this foundation in place, you can focus on your business while we safeguard its integrity.
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The right audit and assurance team is crucial as regulations constantly change.

Our team brings a thoughtful, tailored approach to every client. We recognize that each organization has distinct goals and strengths, which is why our work is designed to fit your specific needs.

Whether it’s risk assessments, internal controls, or compliance processes, our service offerings are practical, effective, and right-sized. The result is a clear, well-supported foundation that helps your organization move forward with confidence.

Specialized services

Compliance

Audits, Reviews, Compilations, IT Controls, Tax

Risk Management

Cybersecurity, Forensics and Valuations, Transaction Advisory

Application Consulting

Data and AI, ERP, CRM, and Regulatory, Quality and Compliance

Business Process Solutions

Finance and accounting services, IT and Security Managed Services, Marketing and Communications

Insight

Check out our perspective in Inside Public Accounting

AI “super-consultants” are the future of accounting

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industries served

Industry-focused audit and assurance

private equity

Private equity

EXPERTS

Leadership

Richard Lynch

Principal

LinkedIn
Email
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Ready to get started?

Fill out this form and our audit & assurance team will schedule a free consultation.
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Products

CRM and ERP software solutions

Sikich has helped businesses choose, implement, update, and manage CRM and ERP solutions for decades. We also help business with installing and managing a suite of popular productivity applications.
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Solutions

Our focused solutions

Microsoft Dynamics 365

Many mid-sized and large businesses trust cloud-based Dynamics 365, with tailored solutions like Finance, Business Central, and CRM to meet their unique needs.

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Oracle NetSuite

We’re a top-rated, 5-star implementation partner in the U.S., known for solutions that launch in months and support business success for years.

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Oracle Cloud ERP

Our mission is to strengthen and optimize your Oracle environment, reducing risk and costs while supporting every step of your transformation.

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Salesforce CRM

We tailor our Salesforce services to your goals, budget, and needs—maximizing your investment and ensuring seamless ERP integration across CPQ, Experience Cloud, and Service Cloud.

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JUST MES – manufacturing system

The JUST MES suite—featuring JUST PLM, monitoring, and planning—offers full control and deep insights to help you operate smarter.

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Dynamics legacy

Using an older version of a Dynamics ERP system? Our experts can help you move to the cloud. Just share the details of your current setup, and we’ll guide you from there.

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Implementation

Implementing CRM and ERP systems

ERP implementations come with real risks, and their success hinges on the decisions made from the start. Choosing the right system is just the beginning—how well your organization prepares and plans will shape the entire journey. You’ll need to decide between a cloud-based or on-premises solution, align key stakeholders, select the right vendor and partner, and clearly define your business’s future to ensure scalability. It’s also important to consider how much downtime your team can manage during the transition. Before the heavy lifting begins, the process is all about asking the right questions and finding the best answers. Thoughtful preparation sets the stage for a successful implementation.

If you get stuck along the way or know the direction you’re heading. Reach out with your questions and we can get started together.

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Applications

Supporting applications

Productivity Tools

We provide the people, tools, and expertise to support your enterprise systems, ensuring seamless integration from Microsoft 365 to Azure with your CRM and ERP platforms.

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IT Services

Sikich Managed Services boost your IT with expert support, freeing your team to focus on strategic goals while we help you get the most value from your technology.

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Cybersecurity

Our experienced team helps strengthen your unique security posture, from audits to forensic investigations, supporting every part of your data protection and cybersecurity strategy.

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Data and Analytics Services

Your organization generates data at every level—but turning it into a clear, actionable strategy is key. We specialize in transforming data into insights that help you achieve and exceed your goals.

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Start driving growth with your next CRM or ERP software solution

Our subject matter experts are ready to answer your questions and get your organization on the path to new levels of success by optimizing your current ERP system or implementing a new, modern one.
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CRM Services

CRM services

Build better customer engagement while driving more business and additional growth.
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Quickly get answers to your most common sales questions.

“What’s going on with your customers?” “Are they happy?” “When will that deal close?” “How many opportunities are in the pipeline?” These questions come up constantly. While CRM won’t stop them from being asked, it ensures the answers are always within reach. CRM helps teams respond faster, stay aligned and drive smarter decisions by making key sales data visible across your organization.

solutions

Our CRM solutions

Microsoft Dynamics CRM

We’ve implemented Dynamics 365 CRM across industries and use it ourselves.

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Salesforce

With 15+ years of Salesforce expertise, Sikich tailors solutions to your goals and delivers standout service.

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VALUE

Boost sales pipeline visibility

CRM and client experience are a power duo. With the right tools and instant access to customer data, your service levels soar — fueling stronger relationships, a healthier pipeline, and real business growth. Get a 360° view of every customer and stay sharp at every stage of the sales process. Automate the busywork, save time and serve your clients better, faster and more often.





Case study

City of Austin

The City of Austin’s Economic Development Department collaborated with Sikich to deploy a constituent relationship management platform built on Microsoft Dynamics 365 CRM. It also decided to augment CRM with a portal that serves as the organization’s digital entry gate for the communities it serves.

These technologies make it easier for the department to deliver its programs by replacing stand-alone tools and scattered access points. With a centralized data hub, it can share information transparently with other city departments and the public. It often uses dashboards to track KPIs and showcase how it serves Austin’s diverse communities.
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“We are impressed with the Sikich team and their approach to implementation.”
Viswanath Ponraj
Director of IT, AMF Bakery Systems
headstart

The Headstart CRM program

At Sikich, we’ve simplified CRM for you with HEADSTART. It’s a low-risk, quick-start package that allows you to get CRM up and running quickly. In fact, HEADSTART typically shaves a third of the time off a typical CRM implementation.

Delivered 100% remotely, Sikich will pre-configure a set of demonstrated baseline configurations from our proven templates. With HEADSTART, we remove guesswork from CRM projects.
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Lift customer engagement with CRM services.

Contract with Sikich to perform a business process review. We analyze your organization’s specifics so we understand how your business really works. Then, we make operations and ERP enhancement recommendations.
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Outsourced Accounting Services

Outsourced accounting services

Flexible accounting, bookkeeping, FP&A services, plus CFO and controller support designed to meet you where you are and scale as you grow.
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Turn everyday accounting into strategic clarity

As organizations grow, finance becomes more complex and time-consuming. Day-to-day tasks like bookkeeping, payroll, invoicing and billing demands increase, while leaders also need controller and FP&A support to manage the close, improve forecasting and gain clear insight into cash flow, budgets and performance.

Sikich delivers outsourced accounting services that help reduce costs, save time and optimize performance at every stage of growth. We bring structure, accuracy and financial clarity, so leaders can focus on what matters most: growing the business.

SOLUTIONS

Solving your accounting challenges

Accounting staff augmentation

Accounting staff augmentation

Easily scale your finance team up or down based on business demands.

Finance transformation

Developing clear, insightful reporting that helps organizations make informed decisions.

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Salesforce Summer '26

Managed accounting

Creating scalable accounting functions that let clients focus on their business vision.

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Outsourced controller and CFO

Get guidance and strategic insight to improve planning, budgeting and cash flow management.

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ASSETS
CFO services overview
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EXPERTISE

Accounting expertise to strengthen your business

Managing financial statements, payroll, tax planning and more takes time—getting more complex as your organization grows. Sikich’s accounting teams bring deep experience to turn complexity into confidence.

Sikich’s accounting advisory services will keep your organization ahead of shifting regulations, so you can focus on what moves your business forward.
Sikich has been instrumental to our development for nearly a decade—shaping the systems our growth required, keeping us consistently a step ahead, and serving as a steady, trusted force within our operations. With a rare blend of precision, responsiveness, and agility, they are not simply an exceptional provider, but a vital and fully integrated extension of our team.
Marc Greitens
SHIFT, Chief Operating Officer
Working with the Sikich team has made a meaningful impact for us. Their strong grasp of both accounting and the CPG space means we’re never in the dark, and they’ve consistently been proactive partners as we scale. They’ve also shown an ability to take on large, complex initiatives and quickly ramp resources when needed, which has been critical as our business continues to grow.
Joe Stilphen
CFO & COO, Reel Paper & HoldOn Bags
Experts

The outsourced accounting leaders

Bobby Achettu

Principal

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Ashley Kegan

Principal

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Purvi Shah

Director

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Alex Streit

Director

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Learn how Sikich can help you with outsourced accounting solutions.
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Technology

Accelerate your digital transformation with Sikich

A national technology consultancy

ERP | CRM | IT services | Cybersecurity | Data and Analytics | Cloud | Consulting
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Why leading companies trust Sikich

Our clients confirm our ability to deliver predictable breakthrough results. They say that we meet or exceed their expectations in 94% of all engagements. We are very proud of this. Your experience is our top priority every time we go to work.

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Professionals
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Years serving clients
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Total clients
SERVICES

We work across major platforms

Microsoft Dynamics 365

Many mid-to-large companies use cloud-based Dynamics 365, with solutions to fit your business and industry needs.

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Oracle NetSuite

We’re a top-rated, award-winning U.S. implementation partner with solutions that launch fast and last for years.

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IT services

Sikich Managed Services enhance your IT with expert support, freeing your team to focus on key initiatives.

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Digital transformation

With Sikich, digital transformation becomes a launchpad—driving progress from today’s reality to your boldest goals.

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Salesforce CRM

Gain real-time visibility, automated workflows, and scalable solutions that strengthen relationships and accelerate revenue.

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Cybersecurity

Our experienced team helps strengthen your unique security posture through audits, assessments, testing, and forensics.

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Oracle Cloud ERP Consulting

We help stabilize and enhance your Oracle environment, reducing risk and costs throughout your transformation journey.

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Data and AI

We help you harness that data with tailored strategies and cutting-edge tools. The result: insights that move your business forward and unlock what’s next.

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our approach

Sikich drives performance through smart, tailored technology solutions.

We help our clients understand “what could be,” help them set priorities, and take responsibility to deliver transformative digital strategies.


PORTFOLIO

Diverse technology portfolio

Sikich owns one of the deepest, most diverse solution portfolios in the middle market. Our digital practices build on powerful, modern technology platforms with unmatched flexibility, functionality, and affordability. Our 10 discrete practices span from the back office to the public face of the business, from desktops to servers, and up into the cloud. Check out our reputation—we’re widely recognized as a leader in cloud technologies.


expertise

Our people make the difference

Our business and industry expertise is critical in what we help you achieve. Engagements are often led by equity partners who ensure that projects meet your strategic objectives. When you engage with our technology consultants, you collaborate with senior business leaders who are highly-regarded experts in their areas.



Industries

We specialize in the following areas

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Ready to learn what our technology experts can do for your business?