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BUSINESS ADVISORY

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Common Concerns We Can Solve 

  • Succession Planning 

  • Business Formation 

  • Cash Flow Management 

  • Cost Segregation Study 

We Listen To You

Business advisory isn’t a one-way street. It’s a relationship based on trust and what is important to you and your business. We’ve seen it all which is why we help you sort through complex issues to form a clear path forward so you can be confident in your business.

 

Business Advisory looks different for each business. From helping with proper entity selection to complete transaction processing and cash flow management, we act as your partner to ensure you live your definition of success.

Spend an hour with us and leave feeling reassured.

“It is much easier to prevent a problem from happening than to fix one that could have prevented.”
— Lauren Garabedian Ruff, CPA 
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Succession Planning

Multi-Generational Succession Planning

Here is one piece of advice that most family-owned business owners tend to skip when discussing succession planning, despite helping business operations function smoother down the road:

 

"Not only do you need to plan for your absence, but also plan for the absence of other key people in your business."

You have worked hard on building your business, and we understand you want your future generation to carry out your legacy, all while reducing your tax burden when transitioning. With our team of Certified Public Accountants, we stand beside you to assist in making difficult succession planning decisions that change the transfer of your business legacy to the next generation successfully.

 

Let us help you pass on what you worked so hard to build.

  • Business Valuation

  • Business Restructuring

  • Transaction Analysis

  • Transfer Business Tax Projections

  • Retirement Projections

  • Family Planning

  • Coordination of Key Advisors and Restructuring

  • Estate and Trust Administration

  • Family Business and Governance

  • Buy-Sell Agreements

  • Conflict Resolution

  • Asset Protection

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Business Formation

Business Formation

Before you leap into your new venture, the choice of entity is a crucial decision with potential tax and legal implications. In concert with a trusted legal advisor, we can guide you through the common pitfalls and obstacles that come with starting your business. 

  • Entity Selection

  • Entity Reorganization

  • Strategic Business Planning

  • Multi-Entity Tax Management

  • Risk Analysis and Mitigation

  • Capital Management

  • Accounting Software Selection and Evaluation

  • Establish billing and collection procedures to maximize cash flow

Cash Flow Management 

Cash Flow Management 

It’s no secret that “cash is king.” Especially during a crisis. Cash covers operations, paying your employees, expenses, investing in future growth, and most of all, peace of mind. Many business owners, including us, shifted operations, framework, and cash conversion to adapt during these ever-changing times. Working one-on-one with you we can guide you towards improving your cash flow.

A small change can go a long way.

We crafted a quick guide to help you improve your cash flow. Download your Practical Guide to Cash Flow Management today!

  • Learn collection tactics

  • How to streamline your payroll to fit your needs

  • Discover resources to optimize your system for a healthy influx of cash

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Cost Segregation Study

Cost Segregation Study

A Cost Segregation Study is a highly beneficial and widely accepted tax planning strategy utilized by savvy real estate investors and business owners to accelerate depreciation on their assets by reclassifying the Personal Property from Real Property. This reduces your tax liability, yielding immediate tax savings and improved cash flow.

Free up your cash flow with a cost segregation study. This powerful tool reduces your tax burden in those early vital years of asset ownership by accelerating your depreciation. Proper asset classification enables a taxpayer to claim bonus depreciation on certain identifiable assets. 

Cost Segregation Study Services
Cost Segregation Study Services
We take the time and effort to discuss with you every step of your business life stage. As you partner with us, we guide you to achieving the business results you desire.
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Comprehensive financial services tailored to your personal needs to give you confidence for today and generations to come.