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Business Owners


You’ve worked tirelessly to make your business a success. Let us help you manage it and maximize its value:

We frequently collaborate with various third parties in order to effectively meet the unique and complex needs that business owners and high net worth individuals often have. Even so, our expertise enables us to do some of the “legwork” and utilize these third parties in a streamlined and efficient manner, reducing their time (and fees) as a result.

  • Business Owner Services

    • Business Sale Advisory Services:
      • Tax Strategies for Business Sales (such as installment sales, stock swaps, GRATs, and more).
    • Business Formation Services:
      • Recommendations regarding the proper legal structure (S-Corp, LLC, etc.) for your business.
      • Assistance with entity formation, opening and funding bank accounts, etc.
      • Corporate Governance Document (i.e. Operating Agreement) drafting and review.
    • Other Business Services:
      • Historical cash flow analysis and future cash flow projections
      • Business Value Estimates
      • Diversification Strategies for Business Owners
      • Company sponsored retirement plan recommendations.
      • Assistance with annual report filings & other state requirements.
  • HNW Services

    • Executive Compensation Analysis:
      • Guidance on when to exercise your options, the tax consequences that you should consider, and what form(s) of deferred compensation that you should prefer.
    • Administrative assistance with wires and capital calls.