Book with us
Choose a service to see open times and reserve your spot.
- Business valuation consultA defensible valuation conversation for a sale, buy-in, succession or estate — what the business is worth and why.1 hr$750.00See open times
- CFO advisory consultOutsourced-CFO guidance on cash flow, margins, forecasting and the numbers behind your next decision.1 hr$550.00See open times
- Entity structuring consultThe right structure for what’s next — S-corp vs. C-corp, holding companies and multi-entity design done for the long game.45 min$450.00See open times
- Retirement planning consultRetirement and succession modeling — contribution strategy, exit timing and the income you’ll actually live on.1 hr$450.00See open times
- Strategy consultationA complimentary 45-minute call to understand your situation and map where we can add the most value — no obligation.45 minFreeSee open times
- Tax strategy reviewA working session on proactive, forward-looking tax planning — entity elections, timing, deductions and multi-year strategy.1 hr$450.00See open times
- Wealth planning consultA personal-wealth session — investment structure, tax-efficient drawdown and a plan that ties your business and personal finances together.1 hr$500.00See open times