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



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