What is included
- Annual tax projection and planning meeting
- Cash-flow review and pricing or margin analysis
- Transaction support: due diligence, structure and after-tax proceeds
Decisions with a tax consequence
Selling a business, exercising options, relocating, converting an entity or bringing a family member into ownership all change your tax picture. We model the outcome before you commit, in plain language, with the numbers.
Ongoing advisory
For growing businesses we offer a recurring planning cadence: a projection each quarter, a review of cash flow and margins, and a clear list of actions before year-end.
Tell us your situation. We will tell you the fee.
A few short questions, a written quote within one business day, and a free 30-minute consultation if you would rather talk it through first.