Asset Protection

As your advisor, we’ll ensure you have proper internal controls in place to safeguard your assets – especially your cash!

Fraud is common in small businesses because they have very poor internal control systems and too few people in key cash-handling and book-keeping roles.

Risk management means ensuring you have appropriate insurance coverage for things like environmental disaster planning and key-man insurance. Other issues like buy-sell agreements need to be taken care of, as does compliance with regulatory requirements such as financial reporting, taxation law, labor law, environmental law and more.We’ll advise you on the best financial structure for your business.

We’ll help you get the right balance between debt and equity so you can achieve strong tax-effective growth in shareholder value without exposure to an unacceptable level of risk.

We’ll help you get maximum leverage from the financial resources you have, including the investment of surplus funds.

Schedule a 60-Minute Call with Your Asset Protection Advisor