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