Documents and Blurred Business Men

BUSINESS ADVISORY SERVICES

BUSINESS ADVISORY

 

  • New Business Structures & Formation: 

 

The business structure you choose influences everything from day-to-day operations, how much you pay in taxes, your ability to raise money, the paperwork you need to file, and how much of your personal assets are at risk. Choosing a business structure that gives you the right balance of legal protections and benefits is essential. 

 

We’ll help you choose a business structure and register your business with the state. We will also help your business get a tax ID number and file for the appropriate licenses and permits.

 

  • Due Diligence:

 

Due diligence is the investigation or exercise of care that a reasonable business or person is normally expected to take before entering into an agreement or contract with another party or an act with a certain standard of care.

 

Performing due diligence contributes significantly to informed decision making by enhancing the amount and quality of information available to decision makers and by ensuring that this information is systematically used to deliberate on the decision at hand and all its costs, benefits, and risks.


 

  • Personal Financial Planning:

 

Personal finance covers managing your money as well as saving and investing. It encompasses budgeting, banking, insurance, mortgages, investments, retirement planning, and tax and estate planning. 

 

Personal finance is about meeting personal financial goals, whether it’s having enough for short-term financial needs, planning for retirement, or saving for your child's college education. It all depends on your income, expenses, living requirements, and individual goals and desires—and coming up with a plan to fulfill those needs within your financial constraints.