In a natural business cycle, a company passes through a succession of stages from launch as a start-up to growth to stabilizing as a mature, established company. At each stage the owner faces different challenges and planning needs.
Regardless of where you are in the business cycle, changes in one area can have dramatic and immediate effects on other areas. Our professionals help you understand and plan for these effects.
Business/Financial Planning
- Strategic planning
- Balance sheet, profitability & operating performance assessment
- Budgeting & forecasting
- Asset financing issues
- Benchmarking
Personal Financial Planning
- Cash-flow needs analysis
- Retirement planning
- Personal income tax planning
- Income tax planning
- Personal wealth planning
Management Succession Planning
- Management skills assessment
- Organizational development & training
- Professional search & recruiting
- Organization charting & position descriptions
Ownership Transition Planning
- Business valuations
- Acquisition positioning plans
- Strategic research
Estate Planning
- Tax planning
- Gift planning & consulting
- Documentation review & analysis
Business Succession Action Plan
- Assess your needs & options
- Develop a timeline & define transition
- Review & analyze your personal & business financial plan
- Identify & plan for your family management succession issues
- Identify & review your owner succession exit strategies
- Review your estate tax plan
- Address issues related to your succession plan
- Implement action plan
Divorce & Litigation Support
