Services
Our business is taking care of your business. By working closely with owner-managers and company executives, we provide integrated services that allow businesses to continue to thrive and grow.
While we are proud to offer tax, assurance and consulting services, we also provide specialty services such as retirement plan audits, business financing solutions, construction accounting and tax issues, non-profit audits + consulting, and physician compensation program development, among others.
Whatever solutions clients seek, efficiency + service are our hallmarks.
Accomplishments
Advised clients to divest their corporations of real estate, in a depressed real estate market resulting in little or no gain on the transaction and allowing the proper allocation of real estate assets outside of the operating entity.
Consulted with management and referred in financing sources for a $3M leveraged buyout of a services company by management from its founder.
Designed and coordinated the efforts of other experts for the establishment of an Employee Stock Ownership Plan, which meet its goal of achieving 100% employee ownership in seven years.
Helped numerous companies select between a corporation, partnership, limited liability company or sole proprietorship. Established the best income tax elections with these entities in light of the client’s specific needs. Results are millions of dollars of savings.
Development of business plans for clients resulting in financing from $1M to $5M
