Financial Services
Increase Your Value. Into The Future.
Prepare your business to grow, shift, or sell with financial clarity. Our firm is here to help you get the most value out of your business. From choosing the right entity and laying the foundation, to succession and estate planning–we are here for you each step of the way.
Service is Top-Notch
Bumpers worked tirelessly helping us launch our own practice. They have been unbelievably accessible and bend over backwards to help us. Their service is top-notch!
Business Valuation
Estate & Trust Services
Business Entity Selection & Structure
Succession Planning
Business Valuation
Drive value with our Focused approach.
We understand the intricacies of a business. The value of an asset constantly fluctuates in response to a changing market and other external or internal conditions. Our professionals can provide snapshots of value at key times–giving you an accurate picture of your company’s value. From there, we can project your financial future, give you sound recommendations, and consult to drive your value to its highest potential.
Certified Business Valuation Reports for Your Business
- M&A
- Buy/Sell
- Strategic Planning
- Exit Planning
- Estates and Gifts
Business Entity Selection & Structure
Choose the right foundation for your success.
Selecting an entity (S-corp, LLC, or partnership) is an important decision. Your entity type will also affect your business’s ability to scale in the future. We can help you make the right choice by analyzing the best formation, while considering size, asset protection, and minimizing income taxes. Our team’s in-depth knowledge of how each entity is affected by tax law helps simplify this complex decision. We make sure to take any possible cost-saving measures so that you can gain the most value from your business.
FINANCIAL EXPERTISE
With the Experience & Diligence You Need.
Estate & Trust Services
PREPARE FOR THE FUTURE WITH ESTATE & trust PLANNING.
Protect your assets, provide for your loved ones, and transfer wealth with properly structured estates and trusts.
Our firm is here to assist with:
- Federal estate tax planning
- State inheritance tax planning
- Beneficiary designation review for accuracy
- Trust analysis of charitable giving
- Trusts and family limited partnerships consulting
- Federal and state tax return preparation for estate or trust
- Lifetime gifting planning
- Gift tax return preparation
Succession Planning
decide your future.
Succession planning allows you to align your business and personal goals. Our professionals specialize in thorough planning on both the individual and business side of such matters. We can help you determine how to manage, sell to new ownership, or pass on your business to a new generation based on common goals:
- Develop a management team
- Maximize sale price
- Business efficiencies and procedures to keep business running smoothly
- Personal financial planning for a comfortable retirement
