planning & consulting
Estate & Succession
Plan for the future
We’re here to make estate & succession planning pain-free, giving you peace of mind and security about the future of your family assets and your business.
Strategic Business Planning
Plan for success
Without a blueprint, it is very difficult to know what you are building. For the successful business, a Strategic Business Plan is instrumental to making sure your company has clarity of direction, a unified vision, and that all key members and employees have the proper focus on the tasks at hand.
Cash Flow Analysis
Understanding when, where, and how your cash needs are being met is crucial to owning a successful business. Our cash flow management services will help you conquer cash worry once and for all.
Profit Enhancement Consulting
Learn how to maximize your profits
Get professional advice on how to scale up your business and increase your profits.
What Our Clients Say…
As a Neurosurgeon in a busy practice, I do not have the time or knowledge to properly prepare our taxes or financial plan and it is a comfort to know that you are there for us.....
Scott C. Dulebohn, M.D.
...Les has developed innovative and proactive tax strategies for me that have saved me considerably more money than I have paid to him in fees.
James J. Lukas, D.D.S., M.S., P.C.