I’m Expanding My Business

Business

LET’S TALK ABOUT EXPANSION

Congratulations. Your business is moving in new and exciting directions and you need help with some questions regarding your expansion. We are here to help – providing financial and tax services that adapt to your growing business.

Let's Set Up A Meeting

TOPICS TO CONSIDER:

  • Changing Investment Options
  • Business Insurance Options
    • Liability (general, product, professional, malpractice)
    • Property
    • Employee (health, disability, worker’s comp, and paid family leave)
  • Asset Protection
  • Changes to Payroll
  • New Leases
  • Asset Acquisitions/Financing