Strategic cash flow analysis
Review and collaborate on tax planning
Analyze debt refinance opportunities
Equipment or building expansion
Review partnership and business agreements
Adding associates or partners
Buying or selling practice
Key Man Insurance
Business Overhead Expense (BOE insurance)
Review and optimize retirement plan based on goals
Competitive benefits package planning including 401K plan
Cash balance plan design
Even though the new year just start a few short weeks ago, it is the time of year where we are all going to start thinking about and ...
Planning for the entire year can be stressful. There are so many deadlines, events, and professional and personal priorities to keep up ...