Our Services
Forms Filing
Once we establish the business type of entity (a Corporation, Partnership, LLC, Not for Profit, Etc.) we will prepare all required Federal and State filings.
Succession Planning
In order to ensure the best transfer of your business, we will help to develop a succession plan. We can assist in the initial business valuation, buy-sell agreements, stock option plans, family limited partnerships, etc.
Business Review & Evaluation
We take satisfaction in helping clients make decisions in the purchase of an existing business. We will review the books and records of an existing business, prepare projections, and advise if the transaction is viable, and if the purchase price is warranted. Is the deal structured to give the purchaser the best tax situation? Do the projections support the deal?