What Type of Business Do You Own?

Selling a Business

  • What are you doing now to prepare?
  • Are your company financials in order?
  • Who is going to value your business?  Have you had a valuation completed?
  • Are we in a good market environment to sell your business?
  • How can you minimize my tax liability?
  • Should you stay on the team after the transaction?
  • You've gotten an offer for your business, but should you accept it?
  • Will the sale proceeds generate enough income to make work optional?
  • Will you need health insurance after the sale?

S-corp or C-Corp?

  • What considerations should you have when electing S-corp or C-corp?
  • Should your spouse be on the payroll?
  • What retirement plan is the best for you, the owner?
  • How much income should you be taking to minimize taxes?
  • Are you utilizing all of the available tax deductions?
  • What are your options for creating a cost-effective employee benefit plan?
  • Should you have a buy-sell and/or operating agreement with your partner(s)?
  • At what point should you create a Board of Trustees?
  • How do you establish a stock option plan for the best performers in your company?
  • Are you thinking about taking investment? What's the best way to structure your capitalization table?

LLC - Limited Liability Corporation

  • How do you get an EIN/Tax ID number?
  • What's the best way to track income and expenses?
  • Should you create a business checking account or credit card?
  • Is an LLC the best structure for your business for taxes?
  • How much money should you be setting aside for taxes?
  • Are you taking advantage of all the available tax deductions?
  • Which type of retirement plan is the best for your situation?
  • What considerations should you have around new hires?  Fully-employed? Part-time? or 1099?

1099 or Self-Employed

  • Should you setup an LLC or corporation?
  • How much should you be setting aside for taxes?
  • Should you open a business checking account or credit card?
  • What type of expenses are deductible?
  • What are your options for setting up a retirement plan?
  • Is a Defined Benefit Plan right for you?

Adding Value Through Our Network

  • We have a vast network of trusted advisors who are experts in their respective fields including:
    • Mergers & Acquisitions Attorneys
    • Corporate CPAs
    • Business Valuation Services
    • Providers of Capital
      • Angel Investors, Private Equity Firms, Middle Market Investment Banks, Family Offices
    • Marketing Specialists
    • Web Developers
    • Estate Attorneys
    • Executive Coaching Services
    • Payroll and HR Specialists

Financial Planning Ideas You Should Know About

We've built a library of E-books focused on our most helpful financial and tax planning concepts in an effort to educate and inform people just like you!  Below are a couple of our most read topics.  Take a look and see if any of these strategies may be right for you.

The Mega-Back Door Roth

Do you make too much to contribute to a Roth IRA?  This is how smart investors use the rules to fund one.

Avoid Tax Mistakes

Do you own a business?  These are the top 5 tax mistakes we see business owners making.

Top 5 Investor Mistakes

These are the top 5 errors we see most commonly when reviewing new clients' portfolios.