You dream it. We plan it.
Clients seeking our business management services are far from one-size-fits-all. We cater to individuals, businesses, and organizations that demand a tailored and personalized approach to their accounting, financial management, and advisory needs.Our team of nationally-recognized business managers specializes in working with high-net-worth individuals, family offices, and businesses spanning a diverse array of industries. From cutting-edge medical applications and AI technologies to real estate projects and digital transformation ventures, our adept team of "straight-shooters" comprehends the nuances of your industry and stands ready to steer you toward your objectives.Our track record includes serving as a guiding force for numerous startups, fostering the growth of cybersecurity companies before they achieved industry prominence. We offer comprehensive advice on financial responsibility, encompassing strategic planning, budgeting, forecasting, aiding in contract negotiations, and shaping brand development.Venturing into the realm of artificial intelligence companies, we've left an indelible mark. Whether propelling technology into space or revolutionizing patient care through AI-enhanced guidance for ultrasound devices, we provide a solid foundation by managing liabilities and navigating complex regulations.Moreover, we've played a pivotal role in creating landmarks for mega-cities, contributing to their success by facilitating connections with local authorities, engaging world-renowned architects, and skillfully negotiating and adjusting operations to ensure budgets remain on track. Our commitment is to understand your unique needs and aspirations, offering a bespoke approach that aligns seamlessly with your goals.FINANCIAL & LIFESTYLE PLANNING
Financial & Lifestyle Planning centers around precisely that – your lifestyle. Our collaborative approach involves working closely with you to define both your short-term and long-term goals. Subsequently, we craft a personalized strategy meticulously designed to guide you towards achieving those aspirations.These strategies can cover:ExpensesInsuranceAutomotive AgreementsReal Estate PurchasesInvestment OpportunitiesEstate, Gift, and Trust PlanningMonthly PayrollSuccession PlanningCharitable Planning
Moreover, and arguably of utmost importance, our commitment is to grow alongside you. As your career progresses, we dynamically adjust and tailor the plan to align with the shifts in your evolving lifestyle.Transparency is at the core of our values. Throughout the entire process, we keep you informed at every step, ensuring open communication. We seamlessly collaborate with your team of professionals, including talent agents, attorneys, investment firms, real estate brokerages, and others, to ensure a cohesive and comprehensive approach to your financial and lifestyle planning.TAX & BOOKKEEPING
Our team of business managers provides a wide array of tax and bookkeeping services tailored to address the distinct financial, lifestyle, and professional concerns of each client. This encompasses a range of services, such as recording monthly cash flow, overseeing contractual and financial arrangements, ensuring compliance with IRS regulations, and formulating forward-thinking tax strategies.Our approach is comprehensive, integrating all aspects of our clients' lives. This includes considerations for past, present, and future projects, family obligations, wealth transfer goals, as well as federal, local, state, and international tax liabilities. By taking a holistic view, we aim to provide a thorough and integrated financial management solution that aligns with your unique circumstances and aspirations.INVESTMENT ADMINISTRATION
Our team of business managers provides a wide array of tax and bookkeeping services tailored to address the distinct financial, lifestyle, and professional concerns of each client. This encompasses a range of services, such as recording monthly cash flow, overseeing contractual and financial arrangements, ensuring compliance with IRS regulations, and formulating forward-thinking tax strategies.Our approach is comprehensive, integrating all aspects of our clients' lives. This includes considerations for past, present, and future projects, family obligations, wealth transfer goals, as well as federal, local, state, and international tax liabilities. By taking a holistic view, we aim to provide a thorough and integrated financial management solution that aligns with your unique circumstances and aspirations.LICENSING & ROYALTIES
Licensing assets, including trademarks, proprietary processes, copyrights, and other intellectual property, has emerged as a significant revenue stream for numerous businesses. Our specialized Licensing & Royalties team is equipped to guide you through the intricacies of this process, offering expertise in due diligence, contract negotiations, and effective royalty management. Additionally, our team is adept at conducting thorough royalty audits on existing programs, ensuring transparency and accuracy in financial arrangements related to licensing agreements.LICENSING & ROYALTIES
Licensing assets, including trademarks, proprietary processes, copyrights, and other intellectual property, has emerged as a significant revenue stream for numerous businesses. Our specialized Licensing & Royalties team is equipped to guide you through the intricacies of this process, offering expertise in due diligence, contract negotiations, and effective royalty management. Additionally, our team is adept at conducting thorough royalty audits on existing programs, ensuring transparency and accuracy in financial arrangements related to licensing agreements.