Consulting Services
Our consulting services consist of areas of expertise designed to assist business owners, key-employee management, and businesses. These include:
Executive Wealth Management Reviews:
• Increase Key-Employee Loyalty
• Improve Key-Employee Job Satisfaction
• Provide Low Cost Approach to Executive Fringe Benefit
• Increase Employee Wealth Transfer Opportunities
• Minimize Wealth Lost Due to Taxes
• Improve Employee Wealth Accumulation Opportunities
Business Financial Insights Advisory Services:
• Increase Business Operations Insight
• Improve Understanding of Financial Information
• Turn Financial Statements into Understandable Language
• Greater Understanding of Business Operations
• Benchmark Business to Industry
• Establish Baseline for Financial Performance
• 30 Plus Key Performance Indicators
Shareholder-Employee Compensation Advisory Services:
• Establish & Document Reasonable Compensation
• Baseline Shareholder-Employee Compensation
• Avoid IRS Audit Tax Increases
• Avoid IRS Penalties and Interest
• Defend IRS Reasonable Compensation Challenges
• Improve Understanding of Reasonable Compensation
Retirement Plan Review Advisory Services:
• Improve Performance and Design of Plan
• Lower Total Fees paid by Sponsor or Plan Participants
• Document Fiduciary Responsibilities
• Design and Fee Benchmarking
• Improved Owner & Business Tax Benefits
• Increase Deferred Compensation to Owners
• Improved Reporting & Administration of Plan
• Avoid Audit Red Flags
• Improve and Document Fiduciary Responsibility
Informal Business Valuation Advisory Services:
• Provide Peace of Mind
• Eliminate Uncertainty of Company Worth
• Resolve Disputes Between Partner Interests
• Establish Fair Market Value of Business
• Identify Additional Sources of Personal Income
• Maximize Value of Your Business
• Strengthen Working Capital Negotiation
• Establish Liquidity Needs of Business & Owners
• Identify Key Commercial & Executive Insurance Risks
Some consulting services like our shareholder-employee compensation advisory services can serve a dual purpose and are uniquely designed for business valuation normalization and tax compliance. To find out more about our consulting services feel free to contact us.