Strategic Tax
Planning
​THE ONLY RELEVANT FACTOR IS NOT
WHAT YOU MAKE BUT RATHER WHAT YOU KEEP
​
​As an entrepreneur, your business is your most valuable asset for ongoing revenue and retirement. Our mission, alongside our partners, is to educate our clients in the construction trades on tax, business, and legal planning opportunities. We’re committed to transforming how business owners approach tax-friendly exit, succession, and transition planning.
To maximize your taxes, your business's value and prepare for a smooth exit strategy
and to create the wealth you want, the following focal points will point you in the right direction:
Proactive Tax Planning
TAX PLANNING is a critical component of any business. As a business owner – you are the most advantaged group in the tax code – take advantage of the vast tax planning opportunities available to you.
Family Succession
Nothing succeeds like success, the saying goes. But for family businesses, it’s smart succession planning that can be the key to sustaining the company in the future and keeping it flourishing.
Sound Financial Strategy
A solid financial strategy involves spending less than you earn and effectively using the surplus. This requires budgeting to track expenses and identifying opportunities to invest your excess cash.
Increasing Market Value
You’ve become an expert at solving other people’s problems – now let us help you solve one of your business’ biggest issues – your business’ market value to a third-party buyer, investor, or lender.
Tax Incentives for Contractors
Many specialty contractors overlook tax incentives. For instance, only 37% utilize accelerated depreciation and cost segregation, potentially giving Uncle Sam extra money that could strengthen their bottom line.
Exit Planning Process
What is Your Business Really Worth? As a business owner, a business valuation should be the starting point of your exit planning. Get your business to reach its maximum market value.
Selling the Business
Many would agree that the hardest part of going into business is starting it. But there is one other decision about businesses that is just as challenging and difficult to make: deciding when to sell the business. Planning is essential.
Finding the Right Broker
Selling your business is an important step. Most likely, it will change your life. If you want to make sure you are doing everything right, you may want to consider hiring an experienced business broker.