Like chess, effective business planning involves analyzing the current situation, anticipating the consequences of one’s decisions, and making the best possible move to protect your interests now and position yourself for future success.
As a family-oriented firm with extensive experience in advising closely held businesses, we provide guidance in selecting the type of entity and management structure to best suit a client’s goals.
The decision is based upon a combination of tax efficiency, liability protection, retirement planning, and estate planning.
We have experience in organizing all forms of business entities, as well as:
- Drafting executive compensation agreements;
- Preparing tax returns;
- Creating and administering employer retirement plans; and
- Preparing business owner retirement and estate plans
Each and every client is unique. We pride ourselves on our ability to listen closely to your goals, and then tailor a customized plan to attain the desired result. Contact us today to discuss your particular business.