Business Owners

Our approach to addressing your unique needs as a business owner uses a team of experts in up to eight disciplines to deliver comprehensive results. The multi-specialist teams focus on these eight key areas of planning: Corporate Structure, Asset Protection, Tax Reduction, Investment Strategies, Retirement/Cash Flow Analysis, Insurances, Benefits Planning, and Estate Tax Planning. This approach Attempts to reduce the randomness of your decisions, and help design a better outcome. 

Our review includes:

  • Income Tax Reduction Strategies
  • Retirement Planning
  • Investments
  • Life Insurance
  • Disability Income Insurance
  • Benefit Planning
  • Asset Protection
  • Estate Preservation
  • Partnership Education
  • Corporate Structure Education
  • Partnership Agreements
  • Buy/Sell Agreements
  • Compensation Arrangements and Agreements
  • Business Succession 
  • Business Continuation
  • Qualified and Non-Qualified Retirement Planning and Education
  • Identifying Corporate Uninsured and Underinsured Risks
  • Practice Valuation 
  • Organize and Streamline Finances
  • Identifying Profit Leaks