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YOUR BUSINESS IS CHANGING. COUNT ON US TO BE THERE TO GUIDE YOU EVERY STEP OF THE WAY.

In time, your company will go through various stages of the business life cycle. Knowing what stage your company is in at any given time allows you to strategically plan and execute accordingly. Our experience shows us within each stage, companies predictably face specific issues. We understand the nuances associated with each decision-making process as it relates to the specific business stage.

Learn more about the business lifecycle and how we can be of service.

Your business is changing. Count on us to be there to guide you every step of the way.

STAGE 1 : Start-Up (Opportunistic)

  • Assurance Services (Audit, review or compilation)
  • Cash Flow Analysis & Projections
  • Choosing a Legal Entity
  • Choosing a Tax Structure
  • Personal Financial Planning
  • Tax Consulting & Compliance

STAGE 2 : Initial Growth (Refine)

  • Assurance Services
  • Cash Flow Analysis & Projections
  • Employee Benefit Options
  • Accounting Systems
  • Strategic Planning
  • Tax Consulting & Compliance
  • Technology Planning

STAGE 3 : Maturity (Establish)

  • Assurance Services
  • Compensation Planning
  • Cost Segregation Study
  • Employee Benefit Options
  • Issuance of Public Debt/Equity
  • Merger and Acquisitions (M&A)
  • Risk Management and Internal Controls
  • Initial Public Offerings (IPOs)
  • SOX Compliance consulting
  • Tax Consulting & Compliance
  • IT Consulting

STAGE 4 : Rebirth, Sustain, Exit (Decide)

  • Assurance Services
  • Compensation Planning
  • Employee Benefits Options
  • Legacy Planning
  • Exit Strategies
  • Investment Advisory Services
  • Merger and Acquisitions (M&A)
  • Risk Management and Internal Controls
  • Succession Planning
  • Tax Consulting & Compliance
    Transition Strategies