You’ve worked hard to get your business to this stage. Let us help you take it to the next level.

Find significant wealth through efficient tax planning

We live in a country with a highly complex tax code. For an incorporated company, this presents a whole array of opportunities for savings. Are you investing in tax-efficient vehicles? Are you extracting cash from your business efficiently? We’ve found that our client’s tax savings are often more significant than returns on even the best investments in answering these questions.

Be prepared for life’s curveballs.

When you own a business, there are a million and one different situations you need to plan for. We don’t just help you with a Plan B; we’ll help you from Plan A all the way through to Plan Z. With The Advisor Guide, you get a comprehensive strategy to mitigate all aspects of risk.

Proactive legal documents that ensure financial security.

One of the most important financial documents you can sign is a business will or a secondary will that protects your assets from probate fees. It’s also important that your business have ironclad shareholder agreements that prepare you and your business partners for the worst. When thoughtfully executed, these strategies can help your business save money, reduce risks, and continue operating smoothly, even in the worst of circumstances.

We pair you with financing that best fits your business.

When raising capital for businesses, we help companies and individuals assess their financing needs. Whether choosing between equity financing or debt financing, we help simplify the complexity by laying out the pros and cons and empowering you with the proper knowledge to make the right decision.

We’re the sounding board for your business decisions.

Sometimes, you just need a second set of eyes. We go through every aspect of your business, bring in successful business owners as advisors, and help identify areas of risk so you answer questions like “Why should I spend this money now?” or “How should I structure my business for the future?” We arm you with the confidence to get the most from your success.

Start your business off on the right foot.

When you’re growing your business, you’ll need to consider which corporate structure best sets you up for success in the future. With various legal and operational considerations, we can help you find out whether or not your current corporate structure is tax-effective and suggest strategies that minimize your costs, avoid legal liability, and protect yourself and your assets.

Accomplish your goals with smarter debt management.

A low interest rate is often the decider when you’re in the process of taking on debt. It’s also important to consider the overall cost of borrowing and ensure that ultimately, your debt serves the overall needs of your business. When building an effective financial plan, we help you use your debt in the most effective way that maximizes your growth and secures your financial future.