WORKING WITH BUSINESS OWNERS TO NAVIGATE THEIR SMALL BUSINESS NEEDS
We have the experts to advise you in every aspect of your small business experience. From health benefit analysis, administration to business sale and structuring, let our team of experienced professionals navigate all of your unique needs.
BUSINESS OWNER ADVISORY SERVICES
We help business owners think about everything from ownership structure to valuation at sale. We can help with pre-transaction planning during a sale of your business and afterward we will guide you through your new life. We will advise you on how best to finance any and all acquisitions. We can provide you with a low cost margin loan or match you with the best lender.
ENTITY OWNERSHIP STRUCTURING
Proper ownership structure is crucial in the disposition, sale or transfer of an enterprise. Our team can make recommendations on the most efficient structure.
BUSINESS GROWTH CONSULTING
Whether deciding how to finance an acquisition, close a transaction, merge or sell, we can help navigate the next stage of your company’s growth.
VALUATION COORDINATION
We can assess your company’s value in preparation of a sale, or in the management of your wealth for estate planning purposes.
BUY/SELL AGREEMENT CONSULTING
How you time and structure the sale of your business can affect your taxes and income. With our experience, we will help you understand and optimize your agreement.
BUSINESS SUCCESSION PLANNING
How will you dispose of your business? Will you pass it on to your heirs, sell it, or complete a structured sale to employees? We will help you assess your options.
PRE-TRANSACTION PLANNING: We will work with your existing M&A attorney, estate attorney and accountant to ensure your plans and sale work together. Additionally, we can provide excellent referrals.
POST-TRANSACTION PLANNING: What comes next? We can help you plan your new life with all its unique challenges and opportunities.
DEBT / FINANCING: We advise on how to best finance your business. We can provide you with a low cost margin loan or match you with the best lender.
CORPORATE BENEFITS ANALYSIS: From health insurance options, restricted stock, qualified or non-qualified retirement elections, and buyouts, we can advise our clients on all aspects of benefit selection and the implications to their financial life.
EXECUTIVE COMPENSATION: How and when compensation is received can be complex. What should you defer? How much? We can provide expert guidance through all aspects of your corporate benefits
