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Business Owners

1. Structure of business(es) – Legal paperwork, registration, etc. is usually necessary for establishing most structures. Excluding sole proprietorship other structures such as partnerships, LLC's, etc. frequently require the use of contracts, specialized accounting procedures, and clear cut assignments, titles and duties of various individuals.


2. Accounting Analysis and Review – If available, 3 to 5 years of tax returns should be used.

  • This should consider:
  • a. Cash Flow
  • b. Revenue and Expenses
  • c. Profit and Loss


3. Business Plan - when developed, it is a clearly articulated and expressed vision. It should include an assessment of assets and liabilities as well as projections and measurements to help the company reach specified goals. The estimated growth potential of the company should be based on industry and company history.


4. Staffing (W-2 employees or 1099 workers) – description of each group and costs – includes listing of people in each group with description of duties as well as estimated costs for each individual with income, tax, and benefit costs, etc. included.


5. Business succession – It is vital that plans be in place for each individual business owner in the event of serious illness, disability or death. This may involve the use of buy/sell agreements, powers of attorney, wills, trusts, etc. Funding may be through money instruments, cross-purchase or key man insurance, annuities and/or company stock, etc.


6. Estate planning – personal needs for will, trust, power of attorney, living will, etc. in addition to requirements of succession planning is assessed.


Upon gathering and analyzing the above data, we then creatively seek a customized solution tailored to the goals and objectives of our clients using our GAIN strategy.