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Business Services

We understand the unique needs and challenges of business owners and pride ourselves on providing unparalleled guidance and support to help you make more confident decisions at every stage of your business journey. Whether you're just starting out, scaling up, or planning to sell, our expert advisors will work with you to create a comprehensive plan to help you meet your personal and professional financial goals.

Entity Selection Consulting

Your business legal structure, or business entity, influences everything from your day-to-day operations to taxes and your personal liability. We can help you choose the right structure for your unique business needs.

Tax Planning & Preparation

The right tax planning strategy can help you to reduce your exposure and adhere to changing regulations. We’ll develop a tax strategy to help maximize the efficiency of your investments and your business so you can keep more of what you’ve earned. We offer comprehensive business tax preparation services for shareholders and all entity types.

Integrated Financial Planning 

As your trusted fiduciary, we’ll work with you to create and execute an integrated financial plan that gives you peace of mind and puts you and your business on the path to success. Services include:

  • Personal and business financial planning
  • Financial forecasting and budgeting
  • Business accounting and bookkeeping
  • Mergers and acquisitions
  • Bank financing
  • Retirement income planning
  • Legacy and estate planning

Business Succession & Exit Planning

Whether you are looking to retire or move into a new phase of life, you need a comprehensive exit strategy built around your unique situation. We’ll work with you to develop a customized plan that takes into account your motives for the exit, personal and business goals, and the exit path that best fits you and your company.  Our process is designed to help you exit on your terms and includes working with you to:

  • Clarify your personal and business goals
  • Determine if you are ready to exit your business (financial and emotional readiness)
  • Decide which exit strategies are likely to produce the best results
  • Understand your exit options and choose a strategy
  • Determine the value of your business under the chosen strategy
  • Execute your exit strategy (includes financial planning, market timing, working with outside advisors)

To better support you and your business succession needs, our firm has access to:

  • Ongoing exit strategy education and training
  • Updated planning tools and current industry resources
  • Transactional service providers such as M&A advisors, ESOP providers, business valuation professionals, tax experts, and many more

Business Management Services

As a business owner, you can always use more help. We're here for you. Whether you need QuickBooks accounting support from our in-house QuickBooks Pro Advisors or business coaching to improve your financial literacy and business acumen, you can count on us to provide the tools and support you need to succeed.

Let's get to work.

Contact us to learn how we can help you make the most of your business.

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