Business owners often experience their own unique struggles, and quickly discover that creating financial freedom and success doesn’t happen overnight. Managing your own business takes more than hard work. You need a plan that addresses the needs of every stage of your business’s life cycle. We understand the needs and areas of concern for business owners and can assist you through the stages of your business, from the start up to the exit stage. We take into consideration the unique aspects of your business, including cultural and family issues. Taking an integrated approach to your business plan, we collaborate with you as well as your legal and tax counsel to develop a well-coordinated, actionable plan to help your business succeed.

We provide the following services:

Business Advisory Services

  • Business structuring and choice of entity consulting
  • Employee benefits structuring
  • Retirement plan consulting

 
Succession, Transitions and Exit Planning

  • Buy/sell agreements
  • Insurance planning
  • Budgeting and cash flow analysis
  • Tax planning with a focus on integrating personal and business considerations
  • Legacy and estate planning, including consideration of family and non-family issues