As a business owner, you are faced with making critical decisions and meeting challenges that have a direct impact on both your business and personal financial objectives.

Our tax professionals build relationships with you to gain an in-depth understanding of your goals, assist you in identifying critical issues, and provide comprehensive strategic solutions for each stage of your business life cycle. Through these services we provide:

  • Assistance in developing a comprehensive succession plan based on your ownership and management succession objectives
  • The development of acquisition strategies to maximize strengths and opportunities
  • Recommendations on tax implications for purchase of assets, stock, mergers and acquisitions and tax deferred reorganizations
  • Evaluations of tax implications for mergers and acquisition opportunities
  • Plans for long-term disposition strategy
  • Tax-advantaged selling strategies to enhance value
  • Tax deferral strategies to maximize sale proceeds
  • Structuring of income and deductions to meet personal goals
  • Personalized wealth management and accumulation strategies and solutions
  • Timely tax law updates and strategies to maximize new opportunities