Business Owners

hero businessownerAs a business advisor, our services don’t end when your tax return is filed. We provide ongoing, quality advice that becomes more and more valuable over time as we gain a better understanding of your business. We are able to offer insights as an insider, but remain objective enough to offer unbiased recommendations.

How We Help Owner-Managed & Family-Owned Businesses:

  • Income tax preparation
  • Strategic planning, goal identification and assessment
  • General consultation on many issues small business owners face such as compensation, expansion opportunities or financing decisions

Certified Family Business Advisory Services:

  • Exit strategy planning
  • Meeting facilitation
  • Ownership succession planning
  • Management succession planning
  • Family conflict issues