Business Strategy

Whether you’re exiting a business, acquiring a new one, merging with another company, or not even aware that you should be holding your assets in the name of a business, these transactions can be defining moments for our clients. We engage with you, and your family where appropriate, to help you navigate the complexities that accompany private business ownership and planning for transitions. There are also times when clients are not aware that there may be tax benefits and asset protection strategies to own assets in an LLC, a corporation, or a partnership. This strategy discussion may include: 

  • Cash flow optimization
  • Family business counseling
  • Investment banking strategies
  • Succession planning
  • Exit Planning
  • Liability and debt management
  • Valuations
  • Business attractiveness and owners readiness scoring
man and woman looking at graphs cartoon