You may be starting your first business or you are beginning the process of transitioning that dream to the next generation. I am here to focus on what this means for you as a business owner and as an individual.
I work with your attorney and banker to get the proper entity structure in place and adapt that as the years go by and your needs change.
When the time comes to transition to a different stage, I focus on your new roles, your ideas for the future, and how to ensure a smooth transition with the proper financing in place and proper tax/legal structure to accommodate the next step in the business cycle.
