You need help in succession planning, estate planning, tax planning or any audit or accounting needs.
You need to prepare for business transition, have tax issues or need independent financial statements. We also have access to a full array of advisory services.
want to implement a complete proven system with simple practical tools that helps organizations clarify their vision, become more disciplined in executing their vision and advance as a team.
Business Brokering for companies under $25M in sales
You have a business owner client needing help finding and fixing problems standing in the way of achieving greater success. I find and fix problems in business systems and processes.
Your income tax liabilities personally or in your business are too high. Our mission is to help high net worth individuals and businesses reduce their biggest expense TAXES.
You want thorough and personalized legal representation related to the purchase, sale, or operation of a business in a timely manner.
there is a need for a credible commercial real property appraisal or valuation service. We provide an array of commercial property valuation services.
A business needs a financial leader to increase the value of the company
You need an Independent Advisor who is an expert and a proven "Tax Avoidance Specialist", with over 46 years of experience with business owners and high net-worth individuals.
Scaling Business, ERP, IT Services, Cybersecurity, Regulatory Compliance
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