Tax Related
- Tax planning between entity and owners
- Pass through entity tax planning
- C corporation tax planning
- Selection of appropriate entity for tax
- Sales tax planning
- Reasonable owner salary analysis for S and C corporations
- Tax planning for start-up business
- Tax planning for sale and other exit strategies
- Family business succession tax planning
Financial, Operational and Succession related
- Financial planning between entity and owners
- Debt planning between entity and owners
- Equity planning between entity and owners
- Break even and profitability enhancement analysis
- Valuation Assessment and enhancement
- Business succession planning
- Compensation planning
- Risk Management (reduced organization risks)
- Qualified Benefit planning
- Buy/sell and redemption arrangements
- Phantom Ownership arrangements
- Deferred compensation arrangements
- Generational transition planning
- Forensic-avoid embezzlements
- Bringing in investors-alternatives
Business Start-up Advice
- Ownership structure (LLC, S Corp, C Corp, etc.)
- Capital structure
- Financial reporting structure
- Profitability allocation models
- Start-up financing
- ROBS (The Rollover Business Start-up Solution), how to use 401K retirement funds to buy a business.
Acquisition, mergers, sales related
- Due diligence analysis
- Financial viability modeling
- Debt structure
- Financing debt/equity alternatives
- Valuation assessments
- Succession and sale of business planning
- Preparing the business for sale
- Financial and tax structuring of transactions
Family Businesses
- Family ownership/succession planning
- Family vision and strategic planning
- Family governance
- Conflict resolution
- Steps to transfer to the next generation
- Generational planning and transactions
- Transitioning from family business to family office