Most business owners are too busy working in their business to take time to set up tax strategies or implement proper business planning. This can lead to many difficulties such as over paying taxes, unexpected tax bills upon death, difficulties selling your business, and many more. While some corporations have planning in place, most of it is single sided from one discipline and doesn’t fully encompass all the strategies available.
Our unique multi-discipline advisor practice allows us to approach any challenge with the skill set of all disciplines to ensure the client is receiving every planning strategy possible. Our 3-step process will illuminate all potential improvements within your corporation from an insurance, accounting, legal and actuarial standpoint. This will allow us to work backwards from your goal and maximize your net worth while you focus on what’s important – your business!