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Practice Leaders

Entrepreneur Services

Advice for Financial & Business Goals

The F&D Entrepreneurial Services group is led by an experienced entrepreneur who understands both the challenges and opportunities you face. Our CPAs and advisors have worked with hundreds of privately held companies to help them achieve their business goals. Unbiased advice and financial expertise can help you avoid costly mistakes with services including

  • Strategic planning for growth
  • Positioning and business development
  • Tax planning and preparation (personal and business)
  • M&A transaction support
  • Capital readiness
  • IPO readiness
  • Financial planning
  • Business succession/Exit strategy
  • Estate planning
  • Trust and estate administration

Is the Best Resource to Support Entrepreneur Exit Another Entrepreneur?

Bo Burlingham of Inc. Magazine and Bob Woosley weigh in on the experience of starting, running and exiting a business, and what you need to know to make a seamless transition into the next big thing.

F&D Entrepreneur Articles

Read the latest from our Entrepreneurial Services group on the top topics affecting new business owners, from tax and accounting to leadership and risk management.

Practice Leaders