Strategic Planning

• Proper corporate structuring
Why are structured with the current type of entity you have. Are you a candidate for multiple entity structuring. The compliance aspects of your entity structure

• Realistic goal setting
Establishing goals and a tracking system by which to follow progress

• Strategic business plans
Having a written strategic plan to implement and achieve your goals.

• Succession planning
Who will take over the business when you retire and how will that take place. What are the benefits of tax planning in that arena?

• Estate planning
Protecting the business owners estate from probate and excess estate and inheritance taxes

• Maximizing your after tax dollar/minimizing taxes
Proper planning for payroll, sales, federal and state income taxes to keep more in your pocket. Only pay Uncle Sam his fair share.

• Estimating and pricing strategies
Using the company break even and margin mix comparisons to properly estimate jobs/project and price to be competitive in the market

• Personal asset protection strategies
Strategically protecting what you and your family have already earned and assets you have accumulated from law suits and other unfortunate accidents

• Corporate asset protection strategies
Properly protecting company assets, not having all your eggs in one basket that can result in a loss of everything the company owns

• Positioning your business for sale
Value drivers that increase the company’s equity as well as its appeal to a broader scope of potential buyers

• Business valuations
Properly having the company valued by a licensed accredited organization that meets both legal and IRS standards. Properly funding buy/sell agreements. Proper insurance levels. Accurate estate planning