The business and the owner, planned together
For owners, the plan covers the business as well as the person: a cash balance plan (a bigger retirement plan for owners), how the business is set up and how you pay yourself, buy-sell and key-person coverage, employee benefits, and pre-sale tax and value planning, which has to start two to five years before a buyer shows up.
When the company itself needs help, we bring in a specialist from our bench: an outsourced CFO or bookkeeping, business financing, cost reduction, exit and valuation advisers. If we work together, the review is at no extra charge. Any work that follows is quoted first, and you decide.