“There are no secrets to success. It is the result of preparation, hard work, and learning from failure.” – Colin Powell –

It has taken countless sleepless nights to get to where you are today. The success of your business is a result of you and your team’s tireless efforts. We know that you have given it your utmost into getting where you are today. What now? Your business may be at a crossroads. You may be looking to take it to the next level or enjoy the rewards. We are a midsize CPA, CA firm that is committed to our clients and we take the time to understand your unique circumstances. We have helped many businesses through the challenges of succession and transition. You will find our advice to be unsurpassed…. because it is customized for you. Let us help you to take the next step.

Here is how we can help you:

  • Advice on your retirement plan and business succession planning.
  • Advise on a customized estate plan
  • Advice on keeping business in the family; setting up family members as shareholders; establishing family trusts and implications of a divorce/separation.
  • Compensation strategies and implementation for key personnel.
  • Restructure your company to align with your future business plans.
  • Advise on mergers and acquisitions.
  • Ensure your tax planning is optimized.
  • Advise on tax and business implications of a shareholders’ agreement.
  • Continue to provide your current and future financial statement users with credible financial information that can facilitate any exit planning process.
Business Advisory and Consulting Services

Let's talk!