Entrepreneurs
Expert public and private investing strategy paired with proactive tax planning for entrepreneurs
You've put your life's work into this business.
While other employees have gone home you have been up at night wondering if you are going to be able to make it. The risk is something many wouldn't choose, but the creation, innovation, and desire to succeed drives you.
Many successful entrepreneurs like you have questions.
Maybe you do, too.
Net income is simple: Revenues less expenses. But do you wonder if you are paying more taxes than you need to?
If you’re thinking of selling your business, do you feel confident that your strategy minimizes taxes to the fullest legal extent?
We answer your questions when the stakes are high
We have helped many entrepreneurs increase the value of their business and make proactive strategic decisions that mitigate their tax owed. This planning opportunity is amplified further upon liquidity events when the potential taxable income is high.
Would you like a second opinion on your current tax strategy or proactive ideas to consider?
-
Gather Data
Share data specific to your situation. The more detail you are able to provide, the more tailored our recommendations can be.
-
Analyze
We will review the data against potential planning recommendations
-
Fit Meeting
We will meet with you in person or virtually to provide free recommendations and you can determine whether an ongoing relationship matches your needs.