For new businesses, we provide custom business planning strategies that are targeted to support your operating goals and limits. If you're an entrepreneur and/or budding business owner, we can help develop a plan consisting of a complete overview of your financial projection and value creation as well as assist in product development, go-to-market strategy, and business promotion.

In order for your business to thrive, it needs to adhere to corporate governance standards. Governance planning provides crucial monitoring of your business and drives performance. We can also help you, the business owner, understand corporate governance requirements, consider best practice governance models, develop a custom governance program, and implement an effective program into your business.

We assist in:

Strategic Alignment & Execution | Market Analysis | Effective Performance Measures | Federal & State Requirements | Stakeholder Value Attainment

We also assist in exit planning to help you analyze, protect, and maximize business interest value and optimize the timing of tax-related events. If you do not have an exit planning strategy in place, you may be missing out on business value while negatively impacting value recognition and tax positioning. A well-designed exit plan that's implemented properly helps you:

Achieve Your Business & Personal Goals | Reduce Employee & Family Uncertainty |

Minimize & Eliminate Capital Gains & Income Taxes | Facilitate Retirement & Financial Security