Business Strategies
Whether clients are concerned with their taxes, retirement plan, or continuation strategies, we can help, offering a wide range of services, including:
Business Evaluation and Planning
Many business owners don’t realize they should have their business evaluated every three years. Offering business clients a complimentary business evaluation, we look at all elements of a business and, as a result, help clients with:
- Tax Reduction Strategies
- Succession Planning
- Informal Business Valuations
- Business Continuation Strategies
- Risk Management Review
Retirement Strategies
Many businesses are faced with a common concern: the desire to offer a retirement plan at an affordable cost and without overwhelming fiduciary responsibilities. We assist clients with:
- Defined Contributions
- Defined Benefits Plans
- 412e(3) Plans
- 401(k) Plans
- ESOPs
- Nonqualified Plans
Benefits
In order to attract and retain key personnel, it’s critical for a business to offer a competitive benefits plan. Striving to keep costs affordable, we assist clients with:
- Employee Benefits
- Executive Benefits and Bonuses
- Deferred and Defined Compensation Plans
- Retention Strategies
Education Opportunities
Because knowledge is key for making confident decisions regarding your finances, we offer a number of educational seminars and opportunities for CPAs, CFOs, business owners, and employees on a wide range of financial topics.