We impress upon our clients the need to develop a plan for the future of their enterprise before key players move on in retirement. We work with our client’s stakeholders over time to ensure the plan is well-crafted and implemented. Our approach may take the form of Next Generation sessions that we facilitate.
We are actively engaged with our start up clients on the appropriate selection of a retirement plan that meets the needs of ownership, management, and other personnel. For more mature businesses we re-evaluate the effectiveness of their current retirement arrangements.
Often serving as the key advisor for our high net worth clients that also own a business and in that role we collaborate with the client’s other advisors to ensure a plan to pass on assets in accordance with the client’s desires and with minimal current and future taxation.
Choice of business entity is an often taken for granted process. We take a more comprehensive approach to choice of business entity by factoring in multi-state as well as federal tax considerations.