We have been operating in the same location in the University Town Center (UTC) area next to the Westfield UTC Mall for over 25 years. We understand the characteristics of successful businesses and can share that experience with you and your organization. Just starting out? We can assist with the optimal type of legal entity to get you going. Bringing on partners? Someone retiring? We can help with structuring new owners or transferring to the next generation. Adding growth capital? We actively work with private equity, venture capital and lenders of all types. Time to monetize your hard work? We are part of the team that drives successful exits in the most tax efficient ways.
Are you ready to take advantage of the latest tax reform? Let us help you get the most out of the recent changes.