Financial planning for business owners

Coordinated legal, tax, and compliance solutions.

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You have probably spent a considerable amount of time doing what you have to do to make your business successful. You may have spent more time in your business than you did with your own family. You have probably made significant sacrifices for the business.

With your skill and a bit of luck, your business may have made it past the start-up phase. It may have even made it past the growth stage to the maturity stage and, perhaps, it has started the decline phase.

Each phase brings with it unique challenges. From figuring out the optimal choice of entity, to how to handle and manage cash and debt, to acquisitions and dispositions, and to business succession. Along the way, you’ll find that you become an expert in inventory techniques, accounting methods, and tax and business compliance calendars. And this does not even touch on finding the optimal team and workers, whether in-house or by outsourcing business processes.

We help business owners with these topics and more. We help our clients grow or scale, protect, maintain and transition their businesses on their own terms. The focus is on making sure the business is healthy and sustainable to help the owner achieve their own goals for the business.

It All Starts With a Plan

We provide comprehensive financial planning for business owners.

We strive to help clients avoid financial foot faults and to make smart financial decisions.

We provide comprehensive financial planning and, depending on client needs, al la carte services. These services usually involve:

  • Asset Protection Planning
  • Bookkeeping & Accounting
  • Business Entities & Advice
  • Business Succession Planning
  • Estate Plans & Probate Administration
  • Real Estate Planning
  • Retirement & Employee Benefits
  • Tax Planning & Disputes

While tax planning is included last on this list, tax planning is our focus. This is one of our differentiators from other financial planners. We are always looking for ways to help our clients save money on taxes. We excel at proactive tax planning.

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