Skip to content

Business Services

Need solutions for complex business challenges?

As a business owner, your first concern is growing your business. You face tough financial questions, like:

  • Are your key people happy or do you risk their departure?
  • Will your business suffer if a key person dies or becomes disabled?
  • Do your rank-and-file employees have retirement options?
  • Do you want to step back from your business one day, or walk away and fully retire?
  • Is most of your personal wealth tied up in the business?
  • Who will take over when you no longer wish — or are no longer able — to run the operation?

These are complex issues. They can cause a business owner to avoid making decisions. They can distract you from your effective management.

We offer solutions for business owners. Whether you’re trying to grow your business, retain your key people or navigate your departure from the business, we can help. We’ll show you how you can identify and prioritize your business needs and we’ll work with you to develop customized solutions.

Business Owner Strategies

Unknown yet proven methods to help turn profit into tax-advantaged cash flow

Succession Planning

Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.

Business Valuation

An objective valuation can make the difference between loss or gain, success or failure. You need a tax and accounting professional who is well qualified, with significant experience in evaluating all types of organizations.

Executive Compensation

Often there are exceptional people principally responsible for the growth and success of a company. Because of their value, business owners want to ensure these individuals are happy. We offer tailored executive compensation strategies that enable business owners to successfully retain these key employees.

I want to hear from you!

Please fill out this form and let us know how I can be of service. I will happily offer you a virtual coffee chat to determine how I can best serve you.