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