Services

• What's your real Worth?
• How will it be Distributed?
• What will the Government get?
• Would you rather send the Government share to a Cause of your choice?

Our core service provides clients with affordable comparative analyses of multiple financial options, building in extensive knowledge of various tax considerations and optimizations. This exploratory analysis often provides insight that clients use to arrange their affairs to their satisfaction. 

• What is your business actually worth?
• How do you evaluate "goodwill"?
• Are your sure your structure treat your heirs & partners fairly, including Tax factors?

Proper business valuation is crucial when a business owner considers growth paths, loans, sale or division of a business, or valuation of inheritance options.  

Many business owners misjudge the true value and/or tax consequences of their business structure. We have the expertise to provide affordable, reliable valuations, and can link you up with some of the top tax experts in the nation.

• Need a program that does something out of the ordinary, that you just can't buy?
• Need to project your business in some unique, personal way?

With our decades of software experience, business sense and analytical skills, we can take on projects that provide you just the answers you need, in contrast to oversimplified or over-complicated off the shelf products. For example, this might include tools to discover opportunities within your special business, or presenting your business with your personality.