Our approach to addressing your unique needs as a business owner focuses on these eight key areas of planning to help design a better outcome:

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1. Corporate Structure

2. Asset Protection

3. Tax Reduction

4. Investment Strategies

5. Retirement/Cash Flow Analysis

6. Insurances

7. Benefits Planning

8. Estate Tax Planning

 

Our review includes:

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• Evaluation of current corporate structures

• Partnership agreements

• Buy/Sell agreements

• Buy In and Buy Out solutions

• Compensation arrangements and agreements

• Exit and business succession planning

• Qualified and Non-Qualified retirement plan analysis

• Tax reduction evaluation

• Identify corporate uninsured and underinsured risks

• Preliminary analysis of establishing a Captive Insurance Company

• Identify practice management and profitability leaks