You need to make sure you’re covered on all fronts. That requires a team that has your back, and who can go beyond accounting to deliver advice on tax, finances, wealth planning, investment management and ownership transition.
Family enterprises aren’t “cut and dried” – they tend to be complicated. There are tax issues to consider, succession planning that needs to be thought about, and investment questions that need to be handled. Your advisory firm isn’t doing you any favors if they can’t deliver on all of your different needs. You need a firm that can handle every aspect of your business. Even the parts that other firms won’t (or can’t) help with.
Tax: You have better things to do than to be worrying about taxes. You need to get your tax questions off your plate so that you can put your focus back on what matters – your business.
Finance: This is one of those things that just needs to be done – but not necessarily by you. You have more pressing issues to tend to than crunching numbers.
Assurance: To run a great business you need to have clarity around your financial information so you can make decisions that impact your business.
Wealth Planning: You want to pursue the things that matter most to you. That can’t happen by accident – there needs to be a plan.
Investments: You need to hit your targets. Sound investment advice is critical to that equation.