Business Owner Consulting
We work to gain an understanding of your business objectives / vision, develop sales targets and profit margins, evaluate cash flow, and create budgets. From here, we then explore opportunities or gaps that may impact short-term and long-term goals. This requires working collaboratively with you to create / modify business strategies and tactics to maximize the business.
We will evaluate the benefits of starting a retirement plan as well as implement tax-efficient investing strategies that benefit you and your employees. If a future sale or internal transfer of ownership is being considered, we help sort through the alternatives and formulate a plan to maximize the value of the business and extract the wealth from it in a tax-efficient manner.
We will meet either in-person, virtual, or by phone one to two times per month or more frequently, if needed.
