We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:
Business Entity
Selection
Choosing the form of entity of your business (e.g.
"S" corporation, sole proprietor, limited liability
Company…) is a crucial decision that can have
longstanding tax implications, positive or negative. We can
assist you in evaluating the pros and cons of each entity
type to help you determine the most advantageous form of
business for your company.
Business Succession
Planning
Effective coordination of the transition of your business to
your successors is critical to ensure its continued success
once you decide to remove yourself from the company's day
to day operations. With a solid background in tax and other
financial matters, we are fully qualified to address the
complex issues of business continuation and can assist you in
developing a strategically sound plan.
Buying & Selling a
Business
Structuring the purchase or sale of a business properly is a
critical step in the process of buying or selling a business.
Our competent staff has experience to guide you through the
acquisition/disposition process by addressing such issues as
cash flow analysis and tax considerations.
Asset Protection
Asset protection, or wealth preservation, plan makes the
enforcement of judgments against protected assets nearly
impossible and allows the owner of protected assets to retain
substantial control over these assets. Our firm can assist
you with an asset protection plan that may include family
limited partnerships, or offshore trusts.
Business Consulting
Our goal is help your small or mid-sized business succeed, no
matter what the economic climate. To this end we offer a wide
range of consulting services to help you improve business
operations, boost efficiency, and increase the bottom line.
Whatever you needs, our experienced team of business
consultants has the experience to help you grow and manage
your business
Management Consulting
Our firm offers complete management advisory services,
including systems implementation and management, cost
controls, employee benefit plan restructuring, and much more.
Financial Forecast And Projections
We provide complete financial and business forecasting
services, including proforma projections. We can also create
customized “What If” planning scenarios to help
management foresee and plan for unexpected business
contingencies.