Consultants to Business Owners

Succession Planning:

Assisting business owners in developing comprehensive strategies for the smooth transition of ownership or leadership within the company.

Tax Optimization:

Implementing tax efficient structures to minimize tax liabilities.

Risk Management:

Identifying and mitigating potential risks that could potentially impact the business such as market fluctuations, regulatory changes, and unforeseen events.

Liquidity and Cash Flow Management:

Developing strategies to optimize cash flow, ensuring the business can meet its financial obligations, and capitalize on growth opportunities.

Business Expansion Strategies:

Providing guidance on expansion plans, mergers, acquisitions, or diversification to enhance business’s market position and profitability.

Customized Investment Solutions:

In-house investment portfolios tailored to the unique needs and financials goals of the business.

Business 401(k) Management:

Designing, benchmarking and managing customized 401(k) plans for businesses. Optimizing the plans structure for tax benefits and cost effectiveness.

Optimized Business Planning:

Our team conducts stress testing scenarios to assess how the business would fare under adverse conditions.

Strategic Gift Giving:

Tactical timing and leveraging of full gift exemptions and deductions for optimal tax efficiency.