Business Services

4 Key Questions

  • Are you maximizing the value of your business?

  • How do you prepare to transition your business?

  • How should you structure the sale of your business?

  • What’s next for you, your family & your legacy?

It all starts with a conversation

Business Advice from a Consultant

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LLC or Corporation?

You're focused on running your business for your customers and employees, let us help you handle all the rest. Here's how to decide if you need an LLC or Corporation.
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Is It Time to Sell?

Is it the right time to sell your business? That depends on some things that are out of your control. Here's how to navigate them.
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Important Considerations in Selling

What can you do to make sure you get the best sale price for your business? Here's a list to get your started.

Family Wealth Conversations

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Conversations about money aren’t always fun. But it could be one of the most important meetings you have with your family. For your future and theirs.

Here’s how we can help.
financial advisors hands at conference table

Business Articles & Publications

Business Transition Pivot Points

Best Practices for Business Transition

Selling Your Business to Private Equity Group vs. Strategic Buyer

How To Determine What Your Business Is Worth In Five Minutes Or Less

How to Groom Your Business For Sale

How to Invest in Real Estate -- Without Owning a Single Property

What To Know About Choosing Retirement Accounts
Leo Walker

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