Mitigate Business and Personal Taxes
Improve & Enhance the company balance sheet
Increase Company Value
Align & Retain Key Executives
Succession Plan and Exit Options for Owners and their families
Estate & Legacy Planning Options for Owners & Their families
Develop Recommendations: Finally, based on your tax & cashflow analysis, we will identify available strategies for you to mitigate your tax liability, and make recommendations on which strategies best fit your needs & goals.
The third step of the process is a strategy call. On this call we will review the tax & cash flow analysis that we generated, recommended strategies, and discuss your options.
Your tax mitigation plan will be fully mapped out for you, and now it’s time to implement. Our job is to help you implement the strategies that meet your goals and are easiest & the lowest effort to help you create tax savings. It doesn’t matter if a strategy is recommended to you, but you don’t take action because it’s too complicated or time consuming. We will help you execute a strategy that results in a high likelihood of success. We review & monitor your progress quarterly to ensure your plan is working for you.