
Corporate Solutions
A large majority of our clients have built their wealth through a successful small business. Our firm provides ancillary services to our clients that complement their business strategies and needs. These services typically include:
- Business formation and entity structure consultation
- Cash management strategies
- Debt structuring and financing solutions through our strategic alliances
- Corporate retirement plan design, implementation, and management
- Employee benefits planning through our strategic alliances
- Buy-sell structuring and business succession planning
- Key-person retention strategies
- Tax minimization strategies
- Strategic business planning and valuation services
- Risk management strategies
- Real estate acquistion or tenant leasing consultation
- Creation of an exit strategy