Business Owners

I work with businesses and business owners to help them grow and build sustainable enterprise value.

If you own a business, there are a number of questions to consider.

Start Ups

What tax reporting entity is right for my business?
How do I build my accounting infrastructure to avoid issuesand build enterprise value?
Is my financial situation in order?

Growth-Stage Business

Operationally, are we measuring the right things to ensure the business health?
Am I and the business adequetly protected?
How do I navigate M&A in the business and personally?

In Transition

As I transition, what do I need to consider for the business and my personal financial situation?
What are the tax implications I need to be prepared for?

Tax reporting matters for business at all stages.

Ensure your business has a plan to stay tax compliant with this Key Date Tax Checklist template.

Access Key Data Checklist