This department is dedicated to a holistic approach to the client relationship. Your goals are achieved through our understanding of the interdependence of your particular business and personal financial situations. The Integrated Services team brings a variety of skills and diverse experience in many industries all with the common goal of assisting closely-held companies and professional practices.
Closely-held businesses have special issues, opportunities and challenges: family continuity, wealth management, cash flow, budgeting, business valuation, financing, growth and expansion, ownership, and entity selection. An added dimension of challenges exists with closely-held businesses - the management of personal relationships. Our experts understand the sensitive nature of these relationships.
We work with both the business and the owners to gain in-depth knowledge of all the interrelated financial matters. We collaborate with attorneys, investment advisors, trust officers, bankers, insurance representatives, financial planners, and family offices to achieve your objectives.
You have a full array of services from experts in many fields, all available in one department. Our professionals provide hands-on service and goal-oriented tactics.
- Tax & Financial Planning
- Retirement Planning
- Compilations and Reviews
- Bookkeeping/Record Keeping
- Accounting Software Implementation
For more information, contact: Allan Cohen, Cam Pincus, Joe Mounce, or Sheldon Teich.