Consulting and Advisory
Purchase and Sale of a Business
Preparation and planning are key to the successful purchase or sale of a business. Our team can assist you with all aspects your transaction, including tax structuring, tax and financial due diligence, valuation, and advising on the purchase agreement.
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Wills and 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. Click HERE to learn more about the services we offer.
Shareholders’ Agreements
Shareholders agreements are essential for any corporation that has multiple shareholders. They help to ensure that all parties are on the same page and that the business can operate smoothly. We will work with your lawyer to draft a shareholders’ agreement which meets your objectives while providing advice on how to manage the tax consequences including on the death or retirement of a shareholder.
Employee Compensation
We can assist you with understanding the tax consequences of various employee compensation plans including stock options, phantom equity, and deferred equity so that you can find the solution that best meets your needs.
Accounting Software Selection
Our experienced staff can help you choose and implement the system that best fits your needs.
Business Consulting
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.
Business Succession Planning
Effective transition of your business to your successors is critical to its continued prosperity. With a solid background in tax, succession and estate planning, and other financial matters, we are qualified to address the complex issues of business continuation.
Business Valuations
A professional and objective business valuation is a necessary component of many transactions, such as purchase, sale or reorganization of a business, shareholder and partnership agreements, matrimonial settlements, or estate proceedings. Our experienced team will assist you with an objective and accurate valuation of your business assets and goodwill.
Debt & Financing Services
Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level.
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.
Investment Review
As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor structure an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.
Management Advisory Services
Even the most qualified managers can benefit from competent, objective feedback. We can help your company’s management team develop long-term objectives and specific strategies to facilitate your business’ future growth and success.
Retirement Planning
Successful implementation and periodic review of your financial plan will help to ensure financial independence during your working years and through your retirement years.