We talk family business well … because we are a family business.

As a fellow business owner, we understand and respect the time, effort and often the emotion that goes into building a business. We have been advising business owners for over thirty years. From start up to exit we are there to help create a plan to maximize the value of your business while focusing on minimizing your tax impact.

While your business is in growth or maintenance mode, we will work with you and your internal financial, tax, and legal team and discuss:

• Budgets/cash flow forecasts
• Entity selection/asset protection
• Pension Plan design to maximize benefits for principals and key executives
• Employee retention techniques/key man life insurance
• Employee Benefits
• Shareholder Agreements and Buy/Sell Agreements