Whether you are undergoing significant growing pains, transitioning leadership, or encountering strategic hardship, our succession planning services team has the depth of industry-specific experience (including investment advisory services, business valuation & business succession plan, wealth advisory services, risk management, business ownership & asset protection) to identify the problem, develop a targeted solution, and execute on the delivery of hard results.
Will it be a family member, key employees, or a new owner? Our certified exit planning advisor team is ready to help for a successful transition. Contact our business succession planning experts today!
- Easy To Work With
- Fixed Fee
- Traditional Financial Planning
- Succession Planning
- Estate Planning
- Sales & Acquisition
- Debt Workout
- Tax Resolution Services
- Quick Cashflow Planning
- Recruiting and Retention
- Content Marketing
- Transition Executive Services
Industries We Serve
Our client, a commercial installation business, experienced a range of disruptions to their business. A combination of government-ordered shutdowns and supply chain issues significantly reduced gross receipts. Fortunately, the company was able to take advantage of employee retention credits. Here’s how we helped them save over $140K for tax years 2020 and 2021.
A kayak rental business came to us for guidance on obtaining employee retention tax credits. The company was highly dependent on tourism and in-person gatherings, and the pandemic travel restrictions and social distancing measures drastically impacted its viability and bottom line.
We helped them obtain over $200,000 in ERTCs for tax years 2020 and 2021.
Our client, a non-profit organization in Massachusetts with 320 employees on their payroll experienced business disruptions during the Covid-pandemic. They took out an initial Paycheck Protection Program (PPP) loan — later forgiven. The organization reached out to us for help with obtaining Employee Retention Tax Credits. We helped them obtain $5,610,210 in ERTCs for tax years 2020 and 2021.