Strategies and Tactics

We examine 15 areas of business operations:

Administrative Issues

  • Legal structure
  • Taxes
  • Financial reporting
  • Insurance costs
  • Human resource costs and practices
              -  Payroll
              -  Unemployment
              -  Hiring and firing practices and policies

              -  Employee benefit costs
              -  Worker's compensation
  • Legal costs
  • Business plan
  • Business valuation
  • Employee morale program
  • Sales and marketing

Ownership Issues

  • Estate plan
  • Succession plan
  • Buy-sell agreement
  • Asset protection and financial invisibility
  • Business owner pension plan