Consulting Services2019-02-15T09:55:37-05:00

Consulting Services

Our consulting services team will assist you in developing comprehensive, flexible strategies that address the specific issues affecting your business.

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.

Business Valuations

Whether you are buying/selling a business, developing an estate or gift plan, or are involved in stakeholder litigation, our team has the experience to help our clients establish the worth of their business ownership.  Our customizable valuation services can range from information to comprehensive and will be tailored to your needs.

Divorce financial analysis and consulting

Handling financial and tax issues before, during, and after a divorce can be complicated.  Our team will examine your situation and work closely with your attorney to provide the analysis and documentation necessary to achieve an equitable settlement.  We can also provide Family Mediation services and can serve as a Financial Neutral in a Collaborative Divorce.

ESTATE PLANNING

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

FINANCIAL PLANNING

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

RETIREMENT PLANNING

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

HAVE QUESTIONS ABOUT YOUR FINANCIAL FUTURE? WE ARE HERE TO HELP.