Business Consulting
Choice of Business Entity
Choosing the form of entity of your business, such as “C” corporation, "S" corporation, sole proprietor, limited liability company, etc. is a very important decision that normally has long term tax implications. Those tax implications and attributes have the potential to be positive or negative. Let our firm provide assistance in reviewing the positives and negatives of each entity type so you can determine the most advantageous form of business structure for your company.
Business Succession
It has been said, “there is no success without succession”. Transitioning a business to successors is vital for business continuation and takes many hours of strategizing and planning in order to arrive at a plan which allows ownership to be removed from day to day operations while the business continues to be successful. Due to our strong background in the arena of taxation and partner/ownership matters, we are strategically qualified to assisting in developing a strong plan which address the issues of succession while insuring business continuation.
Business Transaction / Mergers & Acquisitions
Business sales, purchases, mergers and acquisitions can be a vital tool in gaining share of a market, solidifying competitiveness in a service line, or may be a way to remove valuable equity from an operating business into a more diversified investment strategy for the future. Lets us use our experience to provide detailed guidance and analysis of the transaction structures available in order to help you or your business maximize the value available through this process.
Retirement Plan Development
A detailed and robust plan document tailored to your business and individual needs provides the opportunity for deductions in the current year and the ability for financial independence in the future. We would like the opportunity to review any plan existing plan documents as well as provide insight and planning for implementing new plans.
Estate Planning
A well organized, thought out and detailed estate plan ensures provides for an orderly transition of assets to beneficiaries, provides comfort to a surviving spouse who has knowledge that a plan is in place that provides security for their future and is a plan which mitigates in the impact of estate and transfer taxes as it relates to business assets and other personal assets to the surviving generations. While a will is certainly an important part of your estate plan, there are many assets that are not controlled by your will, therefore the phrase estate planning is not will planning becomes accurate. Additionally, if you do not plan your estate the government will plan it for you, therefore, let us walk with you through this process and provide assistance in getting all your financial affairs in order.