“See things in the present, even if they are in the future.” – Larry Ellison

It has taken countless sleepless nights to get to where you are today. Your business’s success 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 rest on your 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 assist you in taking the next step.

Here is how we can help you:

  • Advise on your retirement plan and related business succession.
  • Advise on keeping business in the family, family members as shareholders, family trusts and divorce/separation.
  • Key person compensation strategies and implementation.
  • 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.
  • Advise on a customized estate plan.

Business Advisory and Consulting Services

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