Business owners need to know which financing method will work best for them when its time to grow their businesses. Depending upon the price of the equipment and its useful life, it may be better to lease rather than purchase. Let us crunch the numbers so you can make the best decision for your business.
We will evaluate and/or create your investment portfolio based on careful analysis of your risk tolerance and liquidity needs. We’ll discuss various investment alternatives, concepts, and strategies, along with their potential applications in your portfolio, taking into consideration your age, tax bracket, needs and goals.
When it’s time to exit a growing business, owners are typically concerned about the best way to step down and receive top dollar for their efforts. Sadly, many owners only sell when they become worn out from everyday operations. However, a well-designed exit plan will ensure you and your family receive the full value of your investment. We’ll also work with your partners to set up a buy/sell agreement to ensure your family receives the full value of the business should you unexpectedly die.
Our CPAs will provide an analysis of your prior, current and future federal and state income tax liabilities, discuss methods to reduce or defer income taxes, and explain the impact of these strategies.
We’ll provide an analysis of all existing insurance policies and evaluate your current and potential future risk. We’ll help you identify the appropriate amount of insurance necessary for your unique situation and provide a list of relevant insurance products in the marketplace.
We’ll provide an analysis of existing group benefits, executive compensation, qualified pensions and profit sharing plans, and provide recommendations on available alternatives.
By unlocking the barriers to change, you can find the right combination to business success. The certainty of change is a direct result of today’s economic status. Indeed, change is a reality of the business world and those who master it are able to find the right combination which will lead to their success. For those who don’t, they unintentionally lock themselves out of opportunity and increased profit. Have you found your ideal combination yet? Our goal is to find that winning combination which will open the doors of profitability and opportunity for you.
Deciding to form and start a business is important to the tax savings you can have. We can provide you with the services needed to get your business started; services such as incorporation and formation filings, federal and state identification numbers, and advertising.
Eisenmenger & Company CPAs | Eisenmenger Financial Mgmt. Co.
330 S. Naperville Road; Ste. 400 Wheaton, IL 60187
(630) 871-8900 phone | (630) 871-8950 fax | email: info@eisenmengercpas.com
Registered Representative of and Securities
offered through QA3 Financial Corp. Member FINRA/ SIPC.
Investment Advisor Representative of and Advisory Services offered through
QA3 Financial, LLC, an SEC Registered Investment Advisory Firm.
Eisenmenger & Company CPAs and Eisenmenger Financial Management Co.
are not affiliated with QA3 Financial Corp. Licensed for Securities in AZ, GA and IL