The challenges of owning and operating a business today are enormous – a maze of taxes, regulations, rapidly changing competition and other market forces – it’s no wonder so few businesses can sustain success at a high level over a long period of time.
Add issues of…
- business valuation
- transfer and succession planning
- family ownership issues
- risk management
- managing cash flow
- capital access
- how to pull money out of the business
… and you see why business is a matter of survival of the fittest.
ConcentrixBusiness addresses the unique challenges and opportunities that business ownership provides today. We know business. And we know how to navigate the tax, legal and regulation maze to make certain your business delivers optimum value to your family… to your valued staff and to whatever charitable initiatives add additional meaning to your life.
Our Business Portfolio includes:
- Business Valuation Services
- Transfer and Succession
- ESOP Plans
- Factoring/Accounts Receivable Financing
- Capital Access
- Professional Money Management
- Insurance Audit
- Life Settlement Options for unneeded keyman and other business insurance
- Benefits Planning & Design
- Executive Compensation
- Disability Planning
- Retirement Planning
- Trust Design and Management
- Structured Settlements
- Bank-Owned Life Insurance (BOLI) Financial Strategies
VEBA Tax-Exempt Trust- Commercial Mortgage Funding
- Mortgage Mitigation
- Human Resouce Outsoucing
- Tax Leveraged Strategies
- Efficiency Consulting
- Professional Consulting
For a no-obligation discussion of your needs, call 610-213-4201, e-mail
us or simply complete our brief Contact
Form.
