Our services for business owners center around two broad goals: increased business profitability, and the transfer of business earnings into personal wealth.  

On the performance and profitability front, we aid in the search for opportunities across the entire enterprise, whether from reorganizing the company’s capitalization, developing more efficient policies and operating procedures, or getting directly involved with market analysis and the strategy for promotional and selling activities.  Unlike most accountants, we do not simply beat the drum of cost cutting.  Rather we work to make the company more competitive in the marketplace, allowing it to earn its way into the win column. 

Wealth transfer deals with the means by which business winnings are set aside for later use, usually in retirement.  This includes assessing the most suitable transfer mechanisms for recurring earnings, such as executive benefit plans which don’t cover the rank-and-file; as well as the coordination of timing between business cash flows and the investing plan of the owner’s portfolio.  We also advise owners on plans to sell or exit the business once the time for retirement approaches.  The common aim is to make sure that the owner gets the most benefit at the personal level from the profits earned on the business side of the ledger.    

Read about our other Services here.