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See How R&D Credits Can Benefit You
Step 1: Request Complimentary Analysis
Get a free initial consultation to discuss your business's ambitions. After the call, we will request some limited additional information to help us refine your estimated credit benefits. This step usually takes 1-2 hours of your time.
Step 2: Receive Proposed Scope of Work
After we evaluate the information gathered, we develop an estimated benefit and lay out the R&D study methodology that will best suit your business, along with the associated timeline and fees.
Step 3: Claim Your Credits
Once the full scope of work is agreed to, we request additional information and conduct interviews in order to determine the final amount of R&D costs under section 174 for the R&D credit. We create a detailed deliverable to support the results, including substantiation for the activities included as R&D.
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Unveiling Your Exit Strategy
- M&A or IPO? We guide you through the intricacies of mergers, acquisitions, and initial public offerings, ensuring a smooth and profitable exit.
- Retirement? We can create personalized financial plans for owners, ensuring your post-business life is as rewarding as your entrepreneurial journey.
- Risk Mitigation: We anticipate potential disruptions and develop contingencies to safeguard your business against unforeseen circumstances.
Start Your Future Now
Don't leave your businesses tomorrow to chance. Let our experienced team of licensed CPAs, CFPs, and other tax professionals guide you through every step of your succession journey. With clear vision, strategic planning, and our unwavering support, you can assure your company's legacy thrives.
Get in Touch with Our Financial Professionals
To start planning for the future of your company, call us today or fill out our contact form.
Learn About Partnering With Our Team
The Corporate Transparency Act is in effect. You can get started today by signing up to be notified for updates or by partnering with our team to proactively review your clients' business structures and tax planning strategies.
FAQs
Unclear about our service? Dive into our FAQs for clarity and keep the questions coming.
Our team conducts meticulous valuations and develops optimal divestment strategies, maximizing your financial return.
Open communication is key! We facilitate discussions with key stakeholders, employees, and successors to build trust throughout the process.
We can help you structure your exit and retirement plan to ensure a comfortable transition while allowing you to stay involved in a consulting or advisory role.
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