Stay updated on all areas of tax files and business processes affected by COVID-19

Learn more

Business Planning & Consulting


Business Planning & Consulting Services

We recognize that your business can have issues but may not have the time or resources to address them. We are here to improve your business performance and offer a broad range of consulting services. We analyze existing business problems and help you develop plans for improvement. Our objective and professional advice allows you to make decisions based on timely, relevant and critical data.

Type of Entity Selection

Choosing the appropriate business entity type is the first step in starting up a solid, successful business.  We work with your attorney to determine the most advantageous entity type for your business, income tax and financial needs. 

Buying or Selling Businesses or Business Assets

Whether you are buying or selling a business, we work as part of a team of advisors to ensure the buying or selling process goes smoothly and is financially advantageous to you in terms of cash flow and income tax implications.  Our goal is to provide the financial insight and advice based on our years of experience to assure an overall beneficial transaction.

Business Succession Planning

Where do you see your company once you have decided to retire or pursue other avenues? Most business owners don’t have a formal succession plan in place, nor do they fully understand all of their options. We offer comprehensive planning services that give you a formal succession plan and the resources to implement it successfully.