Perhaps you are looking to set up a succession plan, or you need to obtain SBA financing, or maybe you would like to put together a buy/sell agreement. These types of things are so much easier to plan ahead with. We can walk you through these processes step-by-step, and we can take advantage of having time on our side (It is much easier to gift annually, with strategic tax planning, rather than trying to gift a majority ownership within one year). However, the majority of our clients find themselves in unplanned situations. They all always say the same thing, "I wish I would have started this process a couple years ago." or "I wish I would have known about this before." We know sometimes things do not always go as planned. We have helped many business owners go through difficult times, planned or unplanned, and we also want you to be educated on the decisions you will be facing.
We can help you successfully keep your business open throughout the divorce process, we have assisted in calculating appropriate maintenance related to business income, we love valuing businesses, we can help you through estate planning even after the death has already passed, and we have investigated major cases of embezzlement. The list doesn't stop there. We have assisted many clients, with cases from very unique financial situations, to simple requirements. So we encourage you, explore our website, and reach out to us with any questions you may have.
-Team @ Teal Consulting Group, LLC