Careful planning is the key to make transition ownership of your business successful. Many owners do not develop a plan for the future and believe that their personal estate will be enough to cover themselves and their families. Both business and personal wealth are always changing. Therefore, it is important to plan in order to maximize your wealth.
We provide the following services to assist in business succession planning:
- Business financial planning to grow your assets and build future value of your business.
- Personal financial planning that is in the best interest for you and your family.
- Retirement planning.
- Management succession planning to recruit, retain, and train talented individuals to one day manage your company.
- Bookkeeping, payroll, invoices, receivables, or accounting management, whether on-site or at our office. (Please contact our office for more information, if interested.)
- Estate planning to help secure your wealth and proper transfer of your asset.
- Estate, gift, and trust tax preparation.
- Income individual, and business tax preparation.
- Structure and select an advantageous ownership transition plan.
- Help you understand and manage the tax impact if you were to purchase or sell a business.
This list of services is not all-inclusive.
Please feel free to contact us if you have questions about services that you do not see listed here.