Business Advisory SubmissionWe would love to meet with you, but first we need some info about you. Please fill out the form below to submit your appointment request. Your Name* First Last Business name*Email* Enter Email Confirm Email Address* Street Address Address Line 2 City AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Business IndustryBusiness TypeSCLLCOtherNumber of Employees0-1010-5050+Number of Shareholders0-1010-5050+Issues that are Important to You?Please check the three items that are the most important to you or your business. Determining the best way to sell my business and retire. Finding a way to sell my business to my top management team. Looking for a way to maximize the value of my business. Working through shareholder issues regarding ownership value and buy sell planning. Working through family owned business issues and equity planning for siblings. Protecting business from estate taxes at death. Finding a way to allow my employees to become owners in the business. Creating an Incentive Compensation plan for the top management. Reviewing my management positions to see if they need overhaul. Resolving internal conflict between shareholders or key employees; conflicts are preventing my firm from reaching its maximum potential, either in the form of profits, growth, or succession. Rebuilding my culture to develop new goals, incentives, and performance accountability. Development of an Executive Wealth Building plan to position them for future leadership in the business. Review of my employee retirement plans to make sure that I do not have “fiduciary liability” exposure. Review of my 401(k) and other retirement plans to see is service, fees, and investment options and guidance are current with today’s top providers. Review of my corporate life insurance to see if values current and costs are competitive with the marketplace. Looking for ways that the owner can build more wealth outside of the business on a tax efficient basis CommentsThis field is for validation purposes and should be left unchanged.