Specialties

Entrepreneurs & Family Businesses

Entrepreneurs and family businesses require very specific solutions to their unique challenges.

Owner-managers by the very nature of their business are focused on growth and profitability; they require special attention and creative business advisors.

For that reason, we consider tax and accounting only part of our services.

In addition to providing sound business and financial advice, we also offer practical solutions in essential areas such as structuring compensation arrangements, estate and retirement planning, and family succession.

Examples of Our Services

Areas in which we have helped our entrepreneurial clients include:

•   Cash Flow Forecasting
•   Expense Reduction Analysis
•   Financial Review
•   Compensation Planning
•   Buy/Sell Agreement Development
•   Rent Analysis and Leasing Review
•   Disability and Life Insurance Review
•   Business Plan Consulting
•   Financing Services: Bank Negotiations, Loan Applications, Lease/Buy Analysis
•   Start-up Assistance
•   Evaluating Business Opportunities
•   Setting up Retirement Programs
•   Business Succession Planning
•   Merger, Acquisition, and Disposition Analysis

•   Contact us today for a free consultation.

Specialties

• Tailored Solutions
• Dentists
• Physicians
• Entrepreneurs & Family Businesses
• High Net-worth Individuals
• Real Estate & Construction