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Entrepreneur Services

Advice for Financial & Business Goals

The FD 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

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