Tracking assets and transactions due to employee theft or fraud, business separations, or divorce proceedings can be challenging and require special expertise to manage the task. We can connect you with the right resources to handle your investigative needs. Often, time is of the essence, contact us today.
Whether starting a new venture, planning your estate for the future, or restructuring your business to achieve the best results, we are here to help. We can provide simple factual advice, work with your attorney, or find the right attorney for you through our existing relationships. Planning is paramount and action is key.
A business valuation is essential for several important purposes. Whether establishing a defensible value for IRS, gifting, and estate valuation purposes or determining a fair market value for the sale or transfer of a business or asset, we can provide you with a solution for your valuation needs.
You have worked hard to grow your business into something valuable. Will that value transfer to your family when you retire or are no longer around? Help ensure that you have the proper planning, legal structures, and financial planning in place by letting us coordinate a team of professionals that can make it happen. Your family is important to you - show them you know it.