Start Ups
What tax reporting entity is right for my business?
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How do I build my accounting infrastructure to avoid issues and build enterprise value?
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Is my financial situation in order?
Growth-Stage Business
Operationally, are we measuring the right things to ensure the business health?
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Am I and the business adequately protected?
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How do I navigate M&A in the business and personally?
In Transition
As I transition away from the business, what do I need to consider for the business and my personal financial situation?
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What are the tax implications I need to be prepared for?
Let's start a conversation to uncover opportunities today.
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.