Business Consulting

With our extensive experience in business consulting, we help the business owner in pinpointing and effectively managing important planning factors by dealing directly with the critical issues, such as:

  • Making sure that benefit programs attract and reward key employees and are administered in a way to reduce the employer’s exposure to fiduciary liability (401(k), SEP, SIMPLE IRA, Discriminatory Non-Qualified plans, Pensions)*


  • Making sure that the value of the business is adequately protected


  • Making sure the owner and key employees are compensated in the most tax efficient and beneficial way possible





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    15200 Weston Parkway, Suite 103
    Cary, NC 27513
    (919) 677-8888
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    * Registered representatives, investments and advisory services offered through Lincoln Financial Securities Corporation, Member SIPC and a registered investment advisor, to residents of NC, VA, SC, GA, TN, CA, NJ, IL, OH & FL. Branch office: 15200 Weston Parkway, Suite 103, Cary, NC 27513. (919) 677-8888.