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CONSULTING SERVICES
Consulting services for financial and professional advisors are offered in the following areas:
Business Valuations and Appraisal Services
- Appraisal of privately owned business enterprises
- Valuation of fractional interests in business and investment entities
- Employee Stock Ownership Plans (ESOPs)
- Bus-sell agreements and business succession planning
- Sale of a business and business acquisitions
Life Insurance Planning and Analysis
- Life insurance policy review
- Premium financing resources and analysis
- Life settlements
- Life insurance needs analysis
Tax Planning and Wealth Conservation Strategies
- Income taxes and income tax planning
- Planning for lifetime giving and lifetime wealth shifting stategies and techniques
- Gift and estate taxes, wealth conservation and estate planning
Financial Analysis
- Business opportunities
- Investments
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