BUSINESS OWNERS & PROFESSIONALS

 

Are you doing all you can to optimize your business or practice?

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?
Over 60% of small businesses (and professions) either lose money or just break even, and thus fail to enrich their owners’ personal wealth*
We can assist business owners and professionals with services that help them reach their business goals
*National Federation of Independent Business’ Education Foundation annual survey. www.nfib.com