Business Coaching
Business coaching for businesses who want to propel their business to the next level.
Learn More Growth in your business is the goal of most small business owners.
Words like “risk” and “valuation” probably sound much more acceptable to you when they are partnered with “risk mitigation” and “increasing valuations.” It is for these reasons that Lifetime Advisors does not just focus on tax strategies in our comprehensive tax planning process. Because your goals and dreams are unique to you and your team, we have built a Business Growth Planning platform that allows us to meet you wherever you are in your growth phase. And along the way, we will make the necessary adjustments that you require to stay on course to meet and exceed those goals. This is especially important when your business growth goals mature into your personal retirement.
Our Services
Business Valuation
Insightful valuation knowledge and risk mitigation for the business owner to achieve their valuation purpose goals.
Learn More CFO Fractional Service
A fractional CFO integrates into the management team and assume all the responsibilities of the role as if they were permanent.
Learn More How It Works
Meeting with one of our Planning Coordinators is the first step. Our Coordinators will pair you up with the appropriate member of our team based on the size and type of business you're currently operating. We will conduct a discovery discussion to gain context into the specifics of your entity structuring & how capital flows through to the owners. If during that discussion we uncover any inefficiencies, we will likely request a review of your tax documents.
Our Senior Planning Team will conduct a comprehensive review of your tax documents along with the notes from our Planning Coordinator to determine any areas being missed by the current tax positions. If there is a significant amount of savings available, we will circle back for another discussion with the business owner(s) to drill further into which opportunities best suit the facts & circumstances discussed during the assessment meeting.
If our planning approach is in alignment with the goals and objectives of our business owner(s), we will offer an engagement. Our cost structure is typically offered in a retention format. We will make a determination of what resources we will need to engage to produce our result. We will place a contractual guarantee on our tax savings commitment over a predefined time-frame. From there, if the math makes sense we’ll leave it to the decision makers to complete their due diligence and decide.