BUSINESS PLANNING

  • Setting up a business?
  • What type of organization will it be?
  • Who will the board of directors consist of? 
  • Who will the officers be?
  • What county will be your base of operations for sales tax?
  • Will you have employees?
  • Will you operate in multiple states or municipalities?
  • How much insurance do you need?


All of our accountants can assist you in answering these questions.

Ronald Schickler, of Schickler Law, LLC can help you incorporate, as Ron maintains his own law practice  at our location.

BUSINESS SALE OR MERGER
The ultimate goal of most business owners is, some day, to cash out of their business through sale or merger.

  • Selling to existing employees?
  • Selling to family member?
  • Selling to outside third party?
  • Selling assets or stock?
  • Creating a non-compete agreement or employment arrangement after the sale?
  • Is there a retirement plan to consider?
  • Are their assets not included in the sale?
  • Is it a merger?
  • Is it a fair swap in terms of giving up/receiving in return?


Our accountants can help you work through the process of sale or merger to your satisfaction and plan for the tax ramifications as well.

ESTATE PLANNING
One of our biggest values to our clients is the estate planning services we offer. If you are successful in your career or business life, you must consider estate planning.

  • What will happen when you die?
  • What will happen if you are disabled?
  • Is your family taken care of?
  • Will they be tied up in a messy probate process?
  • Will the wrong people inherit your long worked-for wealth?
  • Will you heirs end up in court, using your assets for legal fees?
  • Will there be enough?


It is imperative to plan and to have the proper documents in place, no matter how large or small your estate might be.

Consulting Services