Business
| | Business Planning | | Goal: Increase cash flow and maximize organizational efficiency | | Strategic Planning | | | - Business Plan Development | | | - Benchmarking / Competitor Analysis | | | - Market Position Analysis | | | - Compensation / Benefits Planning | | | - Budgeting and Projections |
| | Growth and Expansion | | | - Internal Growth / Expansion Planning | | | - Mergers and Acquisitions | | | - Structuring Transactions | | | - Obtaining Financing | | | - Business Valuation |
| | Business Improvement | | | - Business Process Review | | | - Systems Planning / Implementation |
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| | Business Taxes | | Goal: Minimize organizational tax burden | | Planning | | | - Entity Review and Selection | | | - Accounting Methods | | | - Depreciation Methods | | | - Inventory Planning | | | - Cost Segregation Studies | | | - Corporate Investments | | | - Tax Minimization Strategies | | | - Tax-Favorable Compensation |
| | Compliance | | | - Federal, State and Local Tax Return Preparation | | | - IRS Representation | | | - Executive Search / Placement | | | - Liquidity / Cash Flow Analysis | | | - Cost Reduction / Monitoring Accounting Services |
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| Personal | | Personal Taxes | | Goal: Minimize individual tax burden | | Planning | | | - Annual Planning and Projections | | | - Tax Minimization Strategies | | | - Tax-Effective Investments | | | - Charitable Giving | | | - Tax-Favorable Compensation Techniques | | | - Income Shifting |
| | Compliance | | | - Federal, State and Local Tax Return Preparation | | | - IRS Representation | | | - Additional filings as needed |
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| | Personal Financial Planning | | Goal: Enhance and diversify personal net worth | | | - Investment Review | | | - Compensation | | | - Insurance Planning | | | - Retirement Planning | | | - Diversification | | | - Budgeting | | | - Cash-flow Analysis | | | - Education Planning | | | - Estate Planning | | | - Charitable Giving |
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| Alignment | |
| Succession / Exit Strategies | |
| Goal: Maximize stockholder value | |
| | - Business Valuation | | | - Exit / Sale Strategy Development | | | - Sale Negotiation | | | - Buy-Sell Agreements | | | - Insurance Positioning | | | - Estate Planning |
| | | - Charitable Giving | | | - Gifting / Trusts | | | - Succession Planning | | | | :: Identify Successor Management | | | | :: Pre-Arrange Future Transfer | | | | :: Finance Succession |
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