Consulting Services

Sometimes one of the more difficult parts of owning a business is having no one to turn to for support, bounce ideas off of, and get answers to business issues you never thought you would be faced with.  You are good at what you do, but need help addressing labor problems, resolving financial problems, or establishing banking relationships.  Many of our clients think of us as their chief financial officer.  We can act as your financial consultant, working with you to increase your net worth, solve business problems, or help you select the proper organizational structure.  We have worked with our clients to resolve a myriad of problems and are ready to work with you to address:

  • Lease or buy decisions
  • Cash flow and income projections,
  • Budgets and goals
  • Retirement planning
  • Pension and profit sharing plans
  • Divorce tax planning
  • Deferred compensation plans
  • S Corporation elections
  • Business sales, acquisitions and valuations

New Business Consulting

For those clients who are contemplating starting a business, we will help you navigate the murky waters of putting your business in the best possible position beginning on day one.  Significant tax savings can be achieved based on the nature of your business and the structure of your company.  Our goal is to help you select the right corporate structure and then monitor your success in the future.  We will meet with you on a regular basis to discuss the future performance of your business and minimize your taxes.