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Home – Who We Serve – Business Owner

Business Owner


As the owner of a small or medium size business, you face many challenges in operating your business on a daily basis. The Bottom line is that Owner/Founder Dependence, Succession Planning, Money Management, Employee benefits, and Tax preparation are just a few of the aforementioned challenges that likely keep you awake at night. Additionally, many indirect challenges come into play, like the fluctuating economy, increasing business taxes, employee satisfaction, time management, fatigue, and work/life balance. We realize running a business is not an easy endeavor and we are dedicated to providing you with the assistance and feedback requisite to help make your hard work rewarding and worthwhile. We are equipped with the technical knowledge and tools needed to navigate you through the sometimes chaotic waters of business ownership and management, while relating to the day-to-day challenges that you face.

Here is a list of some of the services we can offer your small business:

  • Retirement Strategies
  • Bundled Retirement Plan Solutions
  • Financial Planning
  • Risk Management & Insurance Strategies
  • Business Succession Plan
  • Accounting
  • Tax Preparation
  • Executive Compensation, Company Benefits & Pension plans
  • Bookkeeping/Bill Pay
  • Payroll Solutions

Professionals working in legal or medical fields face challenges that are distinctive from those operating in the corporate world. These organizations typically deal with the following challenges:

  • Practice growth and development
  • Client accumulation and retention
  • Business succession planning
  • Key and integral personnel hiring
  • Selling your practice
  • Payroll management
  • Retirement/Pension plan administration and planning
  • Employee satisfaction
  • Client satisfaction

In response to the unique needs of this group, we offer the following services:

  • Qualitative business and succession planning
  • Payroll management solutions
  • Retirement plan administration and management solutions
  • Acquisition review and counseling


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