ENTREPRENEURIAL CONSULTING


Consulting & Benefit Planning Services

 

For The Entrepreneur

As an entrepreneur, your closely held business is most often your most important asset. In concert with our network of business consultants, we can help you maximize the cash flow, net income, and worth of your business. We offer a number of fee-based consulting and planning services to aid the owner-entrepreneur in successfully managing his or her business:

  • Income, Expenditure, & Cash Flow Analysis (Including Working Capital Analysis)
  • Establishing Cost-Effective Qualified Retirement Plans (Including 401k Profit Sharing Plans)
  • Developing Successful Owner-Buy/Sell & Key-Employee Agreements Supported by Insurance Products
  • Providing Business Valuations Used in the Purchase, Sale or Succession Planning for Your Business

 

For The Professional

For the dentist, physician, or lawyer in solo or small group practice, your professional practice can be one of your most important financial assets. We can help you maximize your practice's net income and worth. We offer a number of fee-based consulting and planning services to aid the professional in successfully managing his or her dental, medical or legal practice:

  • Income, Expenditure, & Cash Flow Analysis (Including Working Capital Analysis)
  • Establishing Cost-Effective Qualified Retirement Plans (Including 401k Profit Sharing Plans)
  • Developing Successful Owner-Buy/Sell & Key-Employee Agreements Supported by Insurance Products
  • Providing Practice Valuations Used in the Purchase, Sale or Succession Planning for Your Practice