Financial and Business Planning and Advice

Financial and Business Planning and Advice

Many of our clients face decisions that may present themselves only once during their business careers. Because of the hundreds of clients we serve, we may face these issues several times each year. Some of the decisions we have helped clients make:

• What is the best business structure to minimize risk and taxes
• Do we have an adequate succession plan
• What is my “Exit Strategy”
• When can I retire
• What is the appropriate accounting system
• How much debt can I safely carry
• The list goes on and on.