Many of our clients’ own businesses and look to us to help them and their families consider, analyze and implement critical business decisions, including:
Business Valuation
- Maximizing a company’s value prior to a sale
- Ownership structure decisions
- Valuation analysis, which may include Discounted Cash Flow, Capitalization of Earnings, Adjusted Net Assets and/or Market Comps (when available)
Tax Strategy
- Coordinate business and personal tax strategies to mitigate impact
- Consult on decisions regarding related entities and property ownership
- Analyze impact of mergers, acquisitions and sales on your family and your business
Financial Strategy
- Cash flow management and budgeting
- Risk management and protection (buy/sell agreements, wills, trusts)
- Insurance policy analysis and implementation (key “man” policies, Director and Officer policies)