Organizations and individuals generally go through four stages:
Emerging, Growth, Mature, and Transition
We help clients navigate through each stage or begin working with a new client in whatever stage of the lifecycle they are in. Often, an organization can outgrow their current accounting CPA firm as their business evolves as they need to address more complex decisions requiring strategic support and direction that their current firm cannot provide.
We start by understanding your goals and obstacles. If a client is in the Mature stage and in a family run business the need may be to transfer leadership to the next generation and gift or transfer equity or personal assets to family members. If the goal is to exit by selling to a third party, the owner may be need to take other steps to get the business ready to sell at the highest price possible. Tax planning is a major step in either scenario. If a client was still in the Growth stage they would have different considerations to address. We help each client work through their specific stage they are in and set goals unique to their circumstances.