Epstein Schneider, PLC
Consulting Services
Business Consulting
We Provide Comprehensive, Flexible Strategies With Our Business Consulting Services
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.
Business Succession Planning
We Address Complex Issues And Develop Plans For Business Succession
Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company’s day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.
Deferred Compensation Planning
Depending on the type of business you have, your succession plan, your long-term strategic goal, determining the type of deferred compensation plan you want to offer is crucial and can also help attract and retain key employees. We can help design the plan that is right for you.
Estate Planning
Our Team Provides Successful Estate Planning Services
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Financial Services
Our Financial Services Help You Plan for the Future
It is critical for best business practices to understand the need for proper working capital, long-term financing and various forms of capital investments. The differences between short-term and long-term financing, lines of credit, working capital needs, or real estate, construction or equipment financing can spell success or failure.
Our ability and track record with banking executives has enabled us to provide successful financing and banking relationships for many of our clients. In addition, working with private investors, venture capital funds and other alternative forms of financing are services we have provided to clients who wish to expand their footprint significantly.
Retirement Planning
Let Our Retirement Planning Services Help Plan for Your Future
Whether you have a financial advisor or not, we want to help make sure you are financially prepared for the future you have envisioned, and that your golden years are truly that. Whether it is helping in the design and set up of a retirement plan for your business or simply an IRA for yourself, we can help. And if your 401(k) has become a 101(k), the sooner we address it the better.
How can we help you?
Epstein Schneider, PLC offers you innovative and comprehensive solutions for tax and financial matters. We are just a click, phone call or message away!
Consulting Services Contact Form
How can we help you?
We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.
