We know building and growing a business is a challenge every day. As an owner, you have a lot of responsibilities and you are always short on time. Whether you need start up support with shareholder agreements, or strategic planning for growth, we provide the guidance needed for every phase in your business. We will work with you on financial forecasting, cash flow management, financial statements and tax filings. We know compliance can be difficult and frustrating, and we can guide and advise you on all of your compliance needs. Our role is one of a trusted advisor, and we want you to have less stress and more success.
Every business is on a different path and all business owners and operators have their own vision for the future. At key points in your business, there will be critical decision points, whether needing a business valuation to decide on a merger or an acquisition, or supporting your business growth with capital expenditures for expansion planning. You may be considering land or building purchases, and we work with you on your investment planning. We can provide due diligence support and advisement on corporate financing, tax planning and financial restructuring.
As your business grows there will be points of transition. You may have to relocate your business and find a new location, or perhaps you are growing and you are opening up offices in a new city. Transition planning for you may mean a change in ownership or a partnership dissolution. You may need support with a shareholder dispute or perhaps the business has grown and significant financial restructuring is needed. Perhaps it is time to implement your exit strategy and work on your succession plans. People grow and businesses change, as do your expectations and needs. As trusted financial advisors, we can support all of your transition points to help you move to the next phase in your life and your business.
There is a lot of work in compiling the needed financial statements to ensure you have the right information to drive your business. As your business grows, we will grow with you, as will our understanding of your business. From audits and reviews to notice to readers, we want to provide you with the assurances you need, to have confidence in your financial statements. We will ensure your financial forecasts, projections, cash flow projections and supporting financial information is ready and waiting when you need it.
All work and no play is not really what you were thinking when you started your business. As an entrepreneur, we know you work long hours and have a lot vested in your business and your enterprises. After all your hard work, there comes a point in your career where you want to start enjoying your life. You may want to build the cottage you have always known you wanted, or buy a vacation property. As advisors, we are there to support your business and your personal life.
When you have worked your entire life to build your estate, you want to ensure your estate planning is both strategic and comprehensive. We guide and advise on your family trusts to ensure your estate is organized and allocated in the way you envisioned. We work with you to assign your Power of Attorney, and will assist in your estate distribution and your estate returns. We will advise on wills, transfer of assets and probate planning, all with tax minimization in mind. We offer a valued support to your loved ones, during their difficult times, and work to alleviate and reduce their stress in a time of need.
There is a day when you will decide to shift away from your business and move on in your life. When this time comes, you will want to know your retirement planning will sustain you, your family and your desired lifestyle for your lifetime. We work with you on your retirement roadmap to understand your needs and your life plans. We help you with net worth calculations, investment advising, cash flow planning and general wealth management. We want to understand the vision you have for you and your family for the rest of your life. We help you achieve this vision, and allow you to take comfort in the plan created for you. And of course, we help you make sure you are able to check off everything on your bucket list.