Dollar Bills

MONEY MATTERS         

When it comes to money, most business owners are dealing with it one of two ways – you either micro- manage your books and use your financial reports as a crystal ball that allows you to predict the future OR you manage your financials by going to the ATM and checking your balance.


How do you handle money in your business? Do you have a strong relationship with your CPA, bookkeeping team, your controller?


Do you have multiple entities and is the cash flowing between those entities properly?


Need financing for your business?  Properly tracking loans you’ve made to the business?  Capital contributions?  Has the business loaned you money?  Each of these situations has legal and tax impacts that we help you navigate.


These are the money matters we help you with.

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Image by Sharon McCutcheon
Image by Fabian Blank
INTELLECTUAL PROPERTY INTO PROFITS

Let's protect your creativity!

INSURANCE

Know what you need so you can relax.

ENTITY FORMATION AND MAINTENANCE

The proper entity setup is vital to the business' success.

AGREEMENTS AND SEALING THE DEAL

Clear agreements, boundaries and expectations are foundational.

BUSINESS SUCCESSION PLANNING

You built a business - now leave a legacy

TAX STRATEGIES

Strategic planning saves money

MONEY MATTERS

It takes a team to get it right

HIRING AND FIREING

Know the risks and know how to overcome them.

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