Selling or Buying a Business

Estate Planning and Wealth Transfer

Mergers and Acquisitions

Taxation (e.g., Gift Tax, Estate Tax)

Exit Planning and Retirement

Shareholder or Partner Disputes

Divorce or Marital Dissolution

Financial Reporting and Compliance

Litigation and Legal Matters

Raising Capital or Securing Loans

Insurance or Risk Management

Employee Stock Ownership Plans 

Strategic Planning

Succession Planning

Financial Benchmarking and Performance Assessment