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Business Planning

Business owners have a different set of needs than individuals and families.  In many cases, however, a small business owner's personal tax issues are intertwined and directly connected with those of their business.  As a CPA, Charlie can work with business owners to help them coordinate business and personal financial goals, such as:

  • Create realistic business plans and help set up organizational structures
  • Evaluate financing options and assist in negotiating terms
  • Advise on employee benefits, executive compensation, retirement plans, insurance, and taxes
  • Assist with business succession planning
  • Assist with mergers and acquisitions