History
The business began as an independent consulting working with business owenrs in transition. Buying, Selling or Small Business Mergers. Most businesses are unprepared for these transitional events. We developed programs that systematically address the issues involved, help owners be better prepared and get better outcomes. We have hundreds of successful transitional engagements.
Specialties
Well planned and well managed business and personal tax practices are key to business profitability and wealth building.