About Us
By trade a CPA; my passion is help business owners execute a successful business succession which will unlock more of the accumulated value built up over a lifetime of hard work. Our very experienced estate planning attorneys can help you structure your estate as you proceed thru the business exit process.
How We Got Started
Two talented and very smart attorneys and CPA's started a new kind of law firm with a focus on understanding what matters most to their clients.
The products and services we offer
Products & Services
Recommendations Given (7)
"The B2B business model ensures that only highly qualified and very experienced consultants work..."
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"The B2B business model ensures that only highly qualified and very experienced consultants work under the B@B umbrella. I have had business experience with several B2B consultants and have found them to be very competent and able to provide great advice and consultation."
"I recently met with Sarah to discuss potential updates to our website. She is an excellent..."
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"I recently met with Sarah to discuss potential updates to our website. She is an excellent listener and paid attention to the details I provided concerning the desired state for upgraded website. She also made a few suggestions that I had not considered. I look forward to moving ahead with this project. Sarah offers a "beta customer" option that I also found very interesting and which we will probably participate in once this project gets the budgetary green light. If you are looking for attentiveness and customer service, I think Sarah is worth a call!"
Recent Activity
We already have the ability to have virtual meetings with clients. I think we will look to further expand these capabilities by finding the easiest and most optimal way to conduct remote meetings if this is a desire of a client.
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We already have the ability to have virtual meetings with clients. I think we will look to further expand these capabilities by finding the easiest and most optimal way to conduct remote meetings if this is a desire of a client.
An option which may be useful for small businesses that have receivables would be to factor (sell) those receivables. The factoring company pays something less than 100% for the receivables (the discount is how they make their $) and the business receives the cash right away to meet liquidity...
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An option which may be useful for small businesses that have receivables would be to factor (sell) those receivables. The factoring company pays something less than 100% for the receivables (the discount is how they make their $) and the business receives the cash right away to meet liquidity needs. It can be an expensive form of financing; however, if you don't have access to traditional bank lines of credit, it might be a decent option. These deals can be recourse of non-recourse; most companies will want to have a recourse deal (which means if they cant collect the receivables, it's your problem not their problem).
I'd say it depends upon the nature of the product. I've seen alpha and beta sample programs whereby select customers were offered the opportunity to test out new equipment (and also offer their feedback on functionality and features and so on). Another tactic is to provide free samples to trade...
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I'd say it depends upon the nature of the product. I've seen alpha and beta sample programs whereby select customers were offered the opportunity to test out new equipment (and also offer their feedback on functionality and features and so on). Another tactic is to provide free samples to trade magazines to incent them to write a review of the product. Of course, this approach is one that would work only in certain circumstances, so as I stated up fron, I'd say it depends on the nature of the product/service being offered.
I am a CPA and this change is very comprehensive; I am not a tax accountant, however, I have typically been able to do most returns that came my way with not much trouble. Everything this year is different, so its quite a challenge. Having particular fun working thru the QBI process.....
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I am a CPA and this change is very comprehensive; I am not a tax accountant, however, I have typically been able to do most returns that came my way with not much trouble. Everything this year is different, so its quite a challenge. Having particular fun working thru the QBI process.....
I am sure that I did the same thing that many have done; I worked my personal network of friends and prior work acquaintances and asked if they new of any opportunities or situations where my particular skill set would be useful. I received a positive response from a former boss of mine that I...
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I am sure that I did the same thing that many have done; I worked my personal network of friends and prior work acquaintances and asked if they new of any opportunities or situations where my particular skill set would be useful. I received a positive response from a former boss of mine that I had worked for for many years which resulted in quite a bit of work on several different engagements.
Audits are a nice to have but not necessarily a must have in many sale transactions. The larger the deal, the more likely audited financials will be available. However, valuation can be derived absent audited f/S
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Audits are a nice to have but not necessarily a must have in many sale transactions. The larger the deal, the more likely audited financials will be available. However, valuation can be derived absent audited f/S
Christine: Perhaps consider some direct marketing to owners of beauty salons and spas and similar types of businesses where people go for treatments and makeovers and similar services. Customers of those businesses would be interested in high quality soaps that are good for their skin and their...
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Christine: Perhaps consider some direct marketing to owners of beauty salons and spas and similar types of businesses where people go for treatments and makeovers and similar services. Customers of those businesses would be interested in high quality soaps that are good for their skin and their health.
I think the cloud based delivery system is only going to get bigger and bigger, if only for the reason that this is the approach that all of the big players are pursuing. The cloud has a lot of benefits and some drawbacks. We assume the internet and that has allowed cloud based systems to grow...
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I think the cloud based delivery system is only going to get bigger and bigger, if only for the reason that this is the approach that all of the big players are pursuing. The cloud has a lot of benefits and some drawbacks. We assume the internet and that has allowed cloud based systems to grow rapidly. If internet access or reliability ever becomes a problem, then the cloud becomes less attractive. I think the cloud is useful for smaller businesses who can;t afford a full time IT staff; much, if not all of that work is now not your problem. Also, if remote connectivity is a major issue for you, then the cloud delivers benefits that are very useful.