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Business Management Planning/ Tax and Business Planning

Each of business entity has different formation requirement, tax rules, legal liability risk, and type of management. Proper business planning help the business owners preserve and grow personal assets. The key areas we anticipate addressing in this plan include:

  • Review your current business vision and business model
  • Evaluate the liability and related exposure between the various choices of business entities
  • Conduct business assessment
    • Business valuation
    • Owner/key employee valuation
    • Current employee benefits
    • Business asset and liability
    • Business income and expenses
    • Current risk management
  • Present right business model strategy
  • Create business risk management plan
  • Set up or amend employee benefit plan if applicable