Business owner and professionals planning
Whether you’re running a business with many employees, a professional practice relying on your special skills, or as a sole proprietor, you tackle many issues on a daily basis.
Common business concerns include cash flow, tax-reduction planning, creditor protection, corporate structure, attracting and retaining key employees and dealing with partners and families in business together. We work with you to develop strategies to maximize your company value, preserve what you’ve built and transfer your wealth on a tax-efficient basis.