Services
Business Analysis
Business runs on information, regardless of the industry. The quality and timeliness of information assists business owners with critical decisions. In order to make wise and profitable decisions, it is imperative to have a thorough business analysis.
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Management Consulting
As much as the business analyst performs the function of a “general practitioner,” the consulting services team is the “specialist” brought in to resolve the issues identified during the course of the analysis.
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Strategic Tax Planning
Strategic tax planning is the process of structuring and conducting business and personal transactions so taxes are either reduced to their lowest possible level, or eliminated altogether. Our tax planning services focus on multiple areas, including asset protection, entity structuring, federal tax savings, state tax considerations, employee retention, healthcare planning, educational planning, succession planning, estate planning, as well as advanced planning strategies.
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Business Valuations
A professional business valuation is an important planning tool for businesses and owners. Valuation services are crucial in planning tax strategies for estate, succession, and retirement objectives. We provide valuations of small to medium-sized businesses for many purposes, including gift and estate taxation and planning, marital dissolution, succession planning, recapitalization, shareholder litigation, and mergers and acquisitions.
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