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Tending to the Trees
So You Can See the Forest |
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Business planning is essential before you hang out your shingle.
We help you with choice of entity, forming the entity, formulating a
strategy and a comprehensive business plan. A comprehensive
business plan is one of keys to success. Our clients are
prepared before they hit the ground running. A solid
strategy
significantly increases your chances for a successful business.
Existing
businesses need planning as well. All businesses benefit from a
plan for expansion, growth, sale or other transition. The earlier
the plan is created the more quickly and effectively it can be
implemented.
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Before
selling a business or buying a business our clients are prepared.
With our guidance our clients know the value of a business, reasonable
terms and how to obtain their objectives.
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Planning your retirement? Passing your business to your children
or a key employee? Our clients accomplish their objectives while
avoiding hidden tax traps and latent liabilities.
Business
succession planning requires a well developed strategy which we provide
to our clients.
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Whether you need a
revocable trust, a living will or if your estate is
complex we can formulate an effective plan. Our clients are armed
with information, a personal strategy, up-to-date documents and
follow-up which most estate planning attorneys and financial planners
fail to provide.
Using the proper tools will allow you to
donate assets to a charitable
organization of your choice in the future while receiving income tax
deductions now. The IRS provides tax incentives to donate to
charitable organizations which go well beyond a mere income tax
deduction. Proper planning allows you to take advantage of those
incentives while benefiting your favorite charitable organization.
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Our
clients are developers, builders, buyers and sellers of commercial real
estate. We work with them to negotiate favorable transactions,
prepare documents which protect them in their transactions, and manage
due diligence and investigations to avoid closing problems and
unforeseen taxes and liabilities.
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If your small business is without a solid
web presence then you are
losing business. All businesses must have an Internet presence.
Clients go to the web to learn more about your company, the people who
operate it and your products or services. If your company has a
web page designed by a high school kid who is talented with PCs perhaps
it doesn't provide you with the professional image that you want your
business to project. We offer professional, inexpensive
web site design
for all industries.
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Small businesses don't have the luxury of large budgets for
comprehensive consulting. Owners of small businesses must
therefore research, read, and network. We do all we can to educate
our clients because educated and prepared clients are our best clients
and more often succeed in their ventures. We have therefore
started our own
small business resource center to assist our small
business clients.
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