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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:

  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:

  • 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

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