Practices
Five practices. One advisory relationship.
Each practice stands on its own. The value is in how they work together, planned by one team that sees the whole company.
Tax Strategy
For a high-revenue company, tax is a strategy question, not a filing deadline. We plan across the year: structure, credits, and benefit plans. Preparation and filing are coordinated through licensed partners.
- Year-round tax mitigation planning
- Federal and state credit review, including solar energy credits
- Section 125 and cafeteria plan design
- Return preparation coordinated through licensed partners
Benefits & Human Capital
Group health is the core of our practice. We help companies bring benefits in-house where it fits, structure SIMERP plans, and align HR with how the business runs. The result is a program you control, at a cost you understand.
- Group health strategy and in-house plan design
- SIMERP plan structure and administration
- HR consulting and policy
- Payroll tax and benefits cost review
Wealth & Estate
For many owners, personal wealth and the business are tied together. We connect wealth, estate, and succession planning to the strategy of the company. Investment and estate advice is coordinated through licensed partners.
- Owner wealth planning tied to the business
- Estate and succession planning
- Investment advice coordinated through licensed partners
- Family governance and transition planning
Transactions & Capital
A sale or a capital raise is won in preparation. We get the company ready, run the process, and stay through close. Securities and capital-raise activity is coordinated through licensed partners.
- Sale readiness and valuation preparation
- M&A advisory, buy-side and sell-side
- Capital raise strategy coordinated through licensed partners
- Diligence management through close
Asset Monetization
Enterprise value does not have to wait for an exit. We help owners unlock liquidity from enterprise value without a full sale, drawing on data, contracts, and other business assets. Every structure is reviewed with your tax and legal counsel.
- Enterprise value and asset review
- Data and intangible asset strategy
- Liquidity options short of a full sale
- Coordination with your tax and legal counsel