Maximize Value, Reduce Taxes
and Protect Your Largest Asset
This is not just about a business transition, it’s about maximizing value NOW. Our sole focus is protecting and maximizing value for the small to mid-sized business owner so they are always ready to take advantage of the next opportunity. Around 80-90% of a business owner’s net worth is typically tied up in their business which is why it deserves focus early and often. When close to half of all business transactions occur due to an unplanned event, being prepared makes sense.
Talk to us. Our CEPA-certified consulting team will work to protect you, your family, and your legacy throughout the lifecycle of your business. Whether you’re looking to purchase a business, optimize your tax structure, improve productivity and controls, reduce expenses, raise capital, or something else, we are here to help you achieve your goals.
After all, the majority of a business owner’s net worth is tied up in their business. Unfortunately, close to half of all transactions occur due to an unplanned event. Our team will protect your business’s value while preparing for those inevitable transitions — expected and unexpected. We can even guide your family through a Family Business Retreat to make sure your businesses passes into the hands of the next generation without conflict.
Throughout it all, our goal is to: maximize the value of your business, protect your assets, and minimize taxes. To that end, we offer other tactical services when needed, such as:
- Performing buy-side due diligence on business acquisitions
- Representing owners in a limited-scope business sale process
- Positioning businesses for maximum value prior to a sale
- Designing programs to retain key management
- Identifying and implementing financial improvements
- Delivering company-wide culture transformations
- Providing key HR improvement
Unsure exactly what your business needs to be positioned for the best future possible? Let us help!
Click here to fill out our contact form, and one of our team members will be in touch to set up a time to talk. Whatever your concerns about your business are, let us help you address them now. It’s your life’s work. Don’t delay in making sure it’s protected.