Working With Business and Nonprofits


Image of a man and woman standing in front of their bakery

Over the years, I have worked with a broad array of business owners and have developed deep relationships with several local organizations.  I understand that you face unique complexities when it comes to organizing and effectively managing your personal and business affairs.  I will help you plan for the potential pitfalls that come with owning a business or managing significant assets while adhering to your organization's mission statement.  

 
I can help you:
  • Manage key aspects of your business planning needs, such as ownership, liquidity, and developing opportunities
  • Review your employee benefits, including retirement, stock incentive plans, nonqualified deferred-compensation plans, and employee-retention strategies
  • Perform due diligence and research