Business Succession Planning

Where do you see your company once you have decided to retire or pursue other avenues? Most business owners don’t have a formal succession plan in place, nor do they fully understand all of their options. We offer comprehensive planning services that give you a formal succession plan and the resources to implement it successfully. We’ll provide you with a customized plan that is tailored specifically to your needs that includes information about all of the available options and strategies, help in choosing your optimal succession plan, and assistance in implementing the plan. Let us help you focus on your future and beyond.

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Comfort Letters and Third-Party Verification Requests

December 11, 2017

Mortgage brokers, lenders, health insurance providers, adoption agencies, regulators and several other third parties will often contact CPAs requesting written correspondence to verify client...

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