Integrated Tax Planning 

As an owner, figuring out your salary and distributions can be a complex task. We work with your tax professionals to design intelligent salary strategies tailored to your unique situation, aiming to optimize your income, balancing out the employment tax and tax deductions.

​

Building an Advisory Team

Running a business is a multidimensional endeavor. We assist you in orchestrating a hand-picked advisory team; an ensemble of highly qualified professionals spanning the realms of taxation, law, employee benefits, and business consulting, amplifying your decision-making power, and promoting growth.

 

Pre - Succession Planning

Early planning is key to successful business transition. Whether you envision passing on your business to family, selling to employees, or going to market, we can guide you. We'll discuss options such as structuring for QSBS benefits, or engaging a growth strategist to boost revenue, aiming to optimize your wealth and secure your business' future. 

 

Business Exit Planning

Exiting a business is stressful, we understand. We rigorously analyze your personal financial needs, account for your business' potential valuation, and factoring in considerations such as tax, earn-out terms, sale structure, and add backs to find your net target figure—the amount you need post-exit, to ensure you maintaining your lifestyle in retirement. 

 

Retirement Savings Plans for Employees

Business owners must plan for their employees' retirement. Remember, if you have five or more employees, full or part-time, California mandates a retirement plan. We're here to streamline that compliance, helping you set up a plan that enhances workforce stability. A robust retirement plan is a strategic move for your employee retention.