BUSINESS PLANNING & FORMATION SERVICES

• Determine which business entity best meets your goals and minimizes tax liability.
• Partnership agreements
• Prepare a cash flow budget.
• Create a business plan to help you secure financing (if needed)
• Set up an accounting system. 
• Create billing systems and policies. 
• Make sure you are compliant with state, local, and federal tax laws. 
• Prepare annual tax returns and quarterly estimated taxes. 
• Assist you in filing paperwork for state and local licenses and permits as required.
• Assess your business insurance needs.
• Register agent services.

 We help you secure business financing solutions to fit your specific needs, including:

• Business Loans: We can help you get a loan from a bank or other financial institution. These loans can be used for a variety of purposes, such as starting a new business, expanding an existing business, or buying equipment.
• Lines of credit: A line of credit is a revolving loan that you can use as needed. Lines of credit are a good option for businesses that need access to cash on a regular basis.
• Grants: Grants are money that you don't have to repay. Grants are a great option for businesses that are unable to get a loan or line of credit.
• Venture capital: Venture capital is money that is invested in startups and small businesses. Venture capital is a good option for businesses that have a high growth potential.

• Planning for business strategic growth
• Performance periodic metrics
• Review and evaluation of internal controls
• SAS 112 compliance
• Business valuations and due diligence
• Budget and cash flow analysis and management
• Business entity selection and restructuring
• Financial projections and forecasts
• Assistance with debt and financing
• Business expansion and acquisition analysis
• Evaluation and implementation of accounting software

• Assist with the internal transfer to a family member or other individuals.
• Identify a potential buyer(s) 
• Business valuations in preparation for sale
• Buy and sell agreements.
• Estate and trust tax planning
• Gift tax planning
• Retirement planning and tax projections
• Business restructuring as needed.