Services
A second set of eyes on the decisions that matter.
Advisory work outside the normal filing calendar — for the decisions that only come up once every few years and are hard to undo once made.
Who this is for
- Owners considering a sale, merger, or major purchase
- Investors weighing a new entity or holding structure
- Anyone who wants a plain-language second opinion before they commit
What's included
- One-off strategy sessions
- Purchase and sale structuring review
- Cash-flow and forecasting support
- Coordination with your attorney or financial advisor
Other services
Let's plan beyond this year's return.
Twenty minutes with last year's return usually turns up something worth fixing.
Book a Consultation