Business Advisory Services to ensure that your business operates efficiently and effectively in your overall financial plan.
Waterfront Financial Group provides the necessary support for your closely held businesses to allow their operations to enhance your overall financial plan. We provide advice based on our experience of serving a variety of business types including service businesses, manufacturing, real estate and construction. No two businesses are alike, but we can offer and implement services that have proven track records from other businesses that we have either operated ourselves or advised throughout the years.
For on-going businesses or investments
Our approach is…
- Understand your personal goals and plans for your business or passive entity
- Help you formulate a business plan including start-up, growth and transition stages
- Plan for and implement tax compliance services for your businesses that are seamless and minimize the stress on your existing team
- Continually assess changes in your business that should be considered or implemented to ensure that it stays on track
Our Business Support services include:
- Tax compliance and preparation for your business
- Business formation and entity selection advice
- Transaction planning to minimize tax and other financial liabilities
- Business valuation consulting
- Business transition planning
- Bookkeeping services through our affiliated company
