What Services We Provide
What Services We Provide
Business Owner Services
We work with local entrepreneurs and business owners to help them transfer business success into personal/family wealth. No demographic is so important to America's economic vitality and national prosperity!
And no group faces greater obstacles, risks, and challenges either! Business owners share many challenges, issues, and priorities that differentiate them from corporate executives and business employees. Our local firm has the resources and expertise to help business owners with many important issues.
We provide comprehensive financial analysis to determine appropriate strategies to help you with complicated issues such as:
- Estate Planning & Inheritance Transfers
- Buy/Sell Agreement Planning
- Tax Management & Reduction
- Owner Benefit Strategies
- Risk Management & Protection Planning
- Exit/Transistion Strategies
Your Business Life Cycle...
Drives The Issues & The Priorities
Start-Up Issues
Entity Formation | Payroll & Reporting |
Recruiting Staff | Marketing & Sales |
Management Systems | Mandated Benefits |
Regulatory Compliance | Credit Lines/Capitalization |
Growth & Expansion Issues
Success Protection Planning
Buy/Sell Agreements | Tax-Qualified Benefits |
Business Valuation | Entity Transition |
Liability Protection | Retirement Plans |
Business Continuation Plans | Productivity & Profitability |
Mature & Prosperous Issues
Tax Planning
Increased Owner Benefits | Income Tax Reductions |
Grow and Train Buyer | Key Person Coverage Plans |
Bonus/Handcuff/Parachute | Non-Qualified Retirement Plans |
Exit & Transitions Plans | Estate Planning |
Wealth/Value Transfers
Transitional Issues
Wealth Creation & Transfer
Transferable Book Value | Capital Transfers |
Stock Redemptions | Living Buy-Outs |
Generational Transfers | Acquisition,Merger, Sale |
Expansion Opportunities
We can help you make the most of the hard work and resources you have in your business by integrating business strategies with personal financial planning to help you get the most out of your business.