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Blog Posts
What Is the Business Planning Process?
A business planning process is a systematic approach to defining a company's direction and making decisions on allocating its resources to pursue this direction. It involves evaluating the current state of the business, setting goals and objectives, and identifying...
Tips on how to manage many business projects at once
So, you've got many business projects going on at once. You're trying to complete everything by the end of the year, but it's getting harder and harder to juggle everything. Here are some tips that will help keep you sane while managing your projects effectively....
How Will Web 3 Impact Your Business?
Blockchain and Web3 have been discussed extensively recently. However, many individuals are still unsure of their actual benefits and impact, especially for businesses. Web3 is not merely a developing sector of the economy. Web3 is essentially a concept that...
what we do
Our Services
Business Analysis
We analyze the business strategy, business architecture and business systems currently in place which affect the current enterprise at every level. By doing this, we gain in-depth knowledge of where you are and where you want to be.
Management Consulting
As much as the business analyst performs the function of a “general practitioner,” the consulting services team is the “specialist” brought in to resolve the issues identified during the course of the analysis. We have the ability to provide organizational assistance, development of coaching skills, process analysis, technology implementation, strategy development and /or operational improvement services. We apply our proprietary methodologies to guide the identification of problems and to serve as the basis for recommendations for more effective or efficient ways for your business to excel.
Strategic Tax Planning
Strategic tax planning is the process of structuring and conducting business and personal transactions so taxes are either reduced to their lowest possible level, or eliminated altogether. Our tax planning services focus on multiple areas, including asset protection, entity structuring, federal tax savings, state tax considerations, employee retention, healthcare planning, educational planning, succession planning, estate planning, as well as advanced planning strategies.
Business Valuations
A valuation is a critical strategy that business owners use to assess the essential or intrinsic value of a business, or the personal interest in that business. Valuation services are crucial in planning tax strategies for estate, succession and retirement objectives. We provide valuations of small to medium-size businesses for many purposes, including gift and estate taxation and planning, marital dissolution, succession planning, recapitalization, shareholder litigation and mergers and acquisitions.