If you are like most business owners and professionals, you have dedicated a significant part of your life to making it a success. But is your business doing all it can for you?

• Are there additional tax strategies that would preserve more of what your business earns?

• What planning techniques could help leverage your efforts to enhance your business productivity, revenue and value?

• Are there strategies that could draw money out of your business tax free and allow you to diversify your wealth with outside investments?

• Are you doing all you can to protect your liability exposure?

• Do you want to be freed up from the personal financial management so you can focus more time on building your business and enjoying your family?

• What succession plan do you have in place to help assure you receive the best price for your business sale?

• What role could Private Equity, ESOP and other funding sources play in helping optimize that sale?

• What strategies can protect that transaction from excessive tax erosion?

• How can you ensure the future success of your business and assure your most loyal key employees?