Business Advisory

Acumen serves clients who own a business or are in executive leadership positions. We help alleviate their financial distractions so they can focus on running and growing their businesses.  We evaluate their businesses at a high level to identify financial opportunities and avoid inefficiencies while working alongside our clients to help them navigate the most complex business situations. 

Our team advises and provides tax planning advice to our clients on complex and sophisticated tax-related and business-related issues. We advise and establish policies and procedures for effective recording, analyzing, and reporting of financial matters for our clients. And, when plans require the creation or updating of documents, our team has access to professional advisors to help prepare documents required by the IRS, legal documents, and other services such as IT and marketing.

Business Advisory Services

  • Business structure
  • Buy and sell transactions
  • M&A advisory
  • Business valuation
  • Organizational structure 
  • Executive benefits planning
  • Access to professional services
  • Succession planning
  • Retirement plan implementation
    • 401(k)
    • 403(b)
    • SEP
    • Profit sharing
  • Cash balance plans
  • Employee retention and benefit planning
  • Credit and lending guidance
  • Liquidity management services

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Our mission is to help you and your family Invest Intentionally¬ģ.
Contact us today to start your journey.

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