No matter what stage your business is in, we use a team approach of advisors (CPA, attorney, financial advisor, banker, insurance agent) so you get the right advice at the right time.

If you’re a startup or recently in business:

Do you have an idea for business but not sure how to proceed?
What legal entity should your business be?
How can you maximize your profits and minimize your tax liability?
What reporting requirements does payroll have?
What vision do you have for your company?

Look at our Startup page for more ideas

Is your business growing?

Growth doesn’t always mean more profit. Sales are increasing and you’re working more hours but are you more profitable? Typically, this is when a business owner works in the business but neglects to work on the business. Have you reviewed your original business plan? What has changed internally and externally for your business?

Review our Growth page for questions you should ask yourself.

Is your business established and/or expanding?

Every business is affected by change. Do you react to change or plan for it?
Now is a good time to review your company’s history-how you started, where you’re at now and where you want to be.

Review our Established and Expanding page for areas you should be addressing.

Is your business maturing?

If you’ll be retiring, selling, or otherwise closing your business there are many financial and tax considerations, both personally and professionally. How do you maximize the amount you keep after taxes? What is your time frame to exit? How do you position your company to be attractive to potential buyers?

Visit our Mature page for some of the considerations when exiting your business.