Additional services to help meet the unique needs of your business, available at an hourly rate billed in 15-minute increments.

Owner & employee retirement planning, Solutions include Solo(k), SEP IRA, SIMPLE, 401(k), and deferred Compensation strategies for owners and executives.

Business continuity strategies involving the transaction from one owner to the next through inheritance, transfer, incapacity, or compulsion.

Strategies to help maximize business value for a future liquidation event such as third-party sale, partner buy-out, or M&A transaction.