It’s easy to become so focused on the everyday challenges of your business that you lose sight of the longer-term strategy. Do you want to be able to focus more on strategy and growth? Check out our no-cost assessment tool for high-level insights into your company’s current operational health and value.
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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
- Identifying key growth drivers for your business and creating a growth plan for you to implement
- Risk management and protection (buy/sell agreements, wills, trusts)
- Insurance policy analysis and implementation (key “man” policies, Director and Officer policies)