STRATEGIC BUSINESS PLANNING & CONSULTING

Business owners have a different set of needs than individuals and families. In many cases, however, a small business owner’s personal tax issues are intertwined and directly connected with those of their business.

We can act as independent advisers who can work with business owners to help them coordinate business and personal financial goals, including:

Creating a realistic business plan and helping you select an organizational structure that meets your needs.
Helping identify financing and negotiating financing terms and conditions.
Advising on employee benefits, executive compensation, retirement plans, insurance and other areas.