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Grow and Build Sustainable Enterprise Value
What tax reporting entity is right for my business?
How do I build my accounting infrastructure to avoid issues and build enterprise value?
Is my financial situation in order?
Operationally, are we measuring the right things to ensure the business health?
Am I and the business adequately protected?
How do I navigate M&A in the business and personally?
As I transition away from the business, 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?
Ensure your business has a plan to stay tax compliant with this Key Date Tax Checklist template.
Protect and make progress towards your financial objectives with a partner and a plan.
Questions we answer together:
• Are you on track to retire?• Can you optimize your tax situation?• Is your portfolio risk aligned to your personal risk tolerance?• What are you missing?I work with clients on an hourly basis, pay for what you need, not what you don't.
Seeking financial forensic discovery and analysis? Advance a claim event and litigation dispute theory to make progress towards a resolution.