Business Life Cycle Planning

Every business goes through four major life cycle phases: startup, growth, maturity, and renewal/decline. Each stage of the cycle has a need for proper planning, but planning for the startup and business close or sale phases can be immensely complicated, especially since they are not performed repetitively. We work with clients to assist with their decision-making upon startup, including planning for the tax consequences of choosing an entity and structuring wage and ownership to meet the unique needs of each client. We work closely with your business attorney to ensure that the tax and accounting structure is the most beneficial for you and your business.

Clients looking to sell or close their business also have many hard decisions to make. We work closely with your business attorney and advise you regarding the financial and tax consequences of the sale or closure. We also assist with planning for the correct sale structure and terms.