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Consulting |
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The consulting services involve suggesting
strategies that can help you attain your business objectives and financial goals. It goes beyond looking back at what you have done and where you are now. It is looking ahead at where you want to be someday and what needs to happen now to eventually get there.
Family Business Services Strategizing for the family owned business is one of the things we do best. Our family business consultation services encompass the life cycle of the family owned business, from startup to eventual transfer or sale to the next generation and/or owner. To start with, it involves entity selection, family employee planning opportunities (such as spouse and children), compensation arrangements and benefits, annual tax planning, retirement planning, and succession and estate planning. In addition, there may be a host of other issues that are periodically reviewed within the framework of your current and long-term financial and business goals. Retirement and Estate Plans Hand in hand with our family business services are the special planning opportunities of retirement and estate plans that can be utilized for the successful entrepreneur. We have experience and networking opportunities in this area to assist you. Annual compliance reporting for retirement plans, plus estate and trust compliance reporting services, are coordinated with your outside banking, insurance, legal, and actuarial professionals. Other Consulting Services Other consulting services that we can offer include expert witness testimony regarding financial and/or tax information and assistance with business valuation appraisals for the small business. Contact Individuals for Consulting Services Family business CPA contacts in Paulding are Mike Arend and Matt Reineck. In Van Wert, they are William Laukhuf, Rodney Stoller, Gregg Bashore, and Gloria Waterman. William Laukhuf and Rod Stoller in Van Wert and Mike Arend in Paulding are your CPA contacts for retirement plan and estate plan consultations. Mike Arend and Rodney Stoller are your personal CPA contacts for the other consulting services involving business valuations and expert witness testimony. |
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Copyright 2004 Arend, Laukhuf & Stoller, Inc.
Arend, Laukhuf & Stoller
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