Business Owner Planning
Designed to Address All Your Financial Concerns in One Place
Because of the challenges facing you as a Business Owner, you need a partner who can help you evaluate which decisions & solutions are appropriate for you. From document reviews to financial modeling, we can help you with:
- Planning for Your Financial Independence
- Analysis & Review of Your Buy-Sell Agreement
- Creating Strategies to Reduce Your Estate Tax Liability, While Effectively Planning for the Transfer of Your Business
- Tax Efficient Strategies for Transferring Your Business to Your Children
- Evaluating Fringe Benefits and Employer Sponsored Retirement Plans
- Coordinating with Your Other Trusted Advisors, such as your Accountant & Estate Planning Attorney
- Business Exit Planning Strategies