Business Planning Services

For Small Business Owners

As a business owner, you have worked diligently to grow your company. You face opportunities and challenges that are unique and require careful planning. Are you maximizing your tax benefits available to you? How will you transition your business to the next generation to maximize value and maintain your customer relationships you have develop over decades. We understand many of your concerns, and can ask the right questions that can get the answers to help you strive to grow and preserve your business.

Retirement Plan Services

401(k)?, SIMPLE?, SEP? So many options, and each have their own unique benefits and drawbacks. Together, we will decide on the most appropriate plan for you and your employees.

Succession Planning

Many successful business owners pour their life into the company they love, and then one day realize they do not have an exit strategy. We initiate thoughtful discussions, and help you implement strategies to leave your business on your terms, for the benefit of you, your employees, and your customers.