Structured planning for ownership transfer, business continuity, and family transition, integrating tax planning, valuation, and coordination with legal and insurance professionals.
Coverage evaluation, policy design, and insurance integration within a coordinated tax and legacy plan. Implementation through the separately licensed insurance producer entity.
Tax-led strategy for trust planning, gifting, beneficiary design, family transfers, and multigenerational wealth preservation, implemented in coordination with independent licensed counsel.
Credentialed, defensible business valuations for SBA financing, litigation, ownership transitions, and regulatory compliance. Prepared in accordance with NACVA standards, AIADVISOR Valuation Standards, and IRS Revenue Ruling 59-60.
Third-party administrator services for defined-contribution plans, including plan design, annual compliance, nondiscrimination testing, and Form 5500 filing, provided by ASPPA-certified professionals.
Full-service ROBS administration combining retirement plan compliance, annual business valuation, nondiscrimination testing, and ERISA 3(16) fiduciary coverage, not just initial setup.
Transaction analysis, financial due diligence, business valuation, and tax planning for buyers and sellers navigating acquisitions, mergers, and strategic exits.