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What type of advice are you clients asking for this year?

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Korinne DePew
Korinne DePew

What type of advice are your clients asking for this year? And what are your answers? Are they asking how to decrease taxes or increase tax flow?  Share your thoughts and opinions with the iShade community!

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Mark Foreman
Mark Foreman

I am getting a lot of "what is my business worth"? How long does it take to sell it? How much money will I need to quit working?
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Korinne DePew
Korinne DePew

Are your clients looking to retire or sell their business? What advice are you giving them?
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Mark Foreman
Mark Foreman

We beleive that each business and the owners of the business should have a 1, 3, and 5 year plan which is updated annually. We assist them with this process. We also consult with the valuation process and with locating a qualified buyer when the time comes.
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