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Business Planning

Running a business isn’t easy, but it can help to have an experienced, financially savvy partner to bounce ideas off and offer advice. That’s exactly what we’re here for. From just starting out to expanding, buying, or selling, we’ve run and sold successful companies and offer these services to help you do the same:

Client Centered

Cash flow optimization - Based on your revenue, cost of goods sold, fixed and fluctuating expenses, existing debt, and timing of inflows and outflows, we’ll look for ways to optimize your cash flow, improve efficiency, and enhance your business net income.
Tax planning & preparation - Throughout the year, we’ll implement strategies to reduce your tax liabilities, save for estimated quarterly payments, and put you in an optimal position when it comes time to file your tax returns.
Accounting & bookkeeping - We’ll process your payroll, maintain your books, prepare financial statements, and handle all accounting functions, so you’re free to focus on your business.
Retirement plan set up - We assist businesses in selecting the right retirement plan to retain great employees and benefit individual owners.

Buy/sell consultations - Buy-sell agreements can protect a business and its owners from unintended ownership transfers – often allowing heirs to turn shares into cash in the case of unexpected death. We can offer advice on buy-sell agreements and can provide referrals to attorneys to draft the appropriate agreements.
Owner financial planning & investment management
If you own a business, we offer the added benefit of being able to handle your individual tax returns as well as personal financial plan and investment portfolio all under one roof.
Succession planning 
It’s critical business owners have a succession plan in place before they’re ready to exit a company. We help clients identify why, when, and how to transfer their business and determine a tax-efficient way to do so.

The bottom line is we exist to improve your business bottom line. If you’re ready to explore opportunities for efficiency and enhanced profitability, complete the form below, and we’ll be in touch soon. 

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