CLOSELY HELD BUSINESSES
Whether you're a start-up or multinational business, Hantzmon Wiebel offers proactive strategies and personalized support to grow your enterprise. Our team goes beyond basic services, offering proactive ideas and strategies to enhance your private business’s performance. We understand the unique dynamics and challenges that come with managing relationships across generations, so we provide support tailored to long-term success. Our team's expert knowledge in managing internalized stock allows us to address your unique challenges effectively and guide you toward sustained success.
EXIT STRATEGY CONSULTING
Effective exit and strategy consulting involves developing and implementing plans for a smooth transition when the time comes. Thoroughly planning for a transfer will help maximize the value you receive and increase the likelihood of the business surviving the ownership transition. Successful exit strategies take time; your Hantzmon Wiebel team has the experience and expertise to guide you through each step of the process.
GIFT & ESTATE PLANNING
Collaborating with clients’ attorneys and financial advisors, we implement customized trust, gift, and estate plans to align with your specific objectives. The focus is on directing assets as intended, minimizing tax burdens, and ensuring a seamless estate administration process. By integrating expertise and strategic planning, the team helps streamline complex financial matters and achieve your goals effectively.
MERGER & ACQUISITION CONSULTING
Whether you're planning to acquire a business or sell the one you've spent years building, significant value can be gained or lost during the process. We understand the value of outside support in helping organizations make the most of a merger or acquisition. Our team helps prepare for sale, conduct thorough due diligence, create an effective deal structure, and evaluate tax implications of the transaction.
BUY-SELL AGREEMENTS
Buy-sell agreements outline how businesses will operate and who will take control in the future. These agreements establish clear procedures and terms for managing scenarios such as an owner's death, incapacity, or decision to leave the company. We can help craft these essential documents to safeguard your business's ongoing success.
ENTITY STRUCTURE ANALYSIS
Selecting the right entity structure—whether it's a C corp, S corp, partnership, or LLC—can profoundly affect your tax situation and overall business strategy. Our team evaluates the potential tax implications and benefits of each legal structure to ensure you make an informed decision that supports the long-term success of your business.
ACCOUNTING SYSTEM CONSULTING
Accounting systems aren’t one-size-fits-all; they require a deep understanding of your company’s objectives. Our team identifies the accounting system that aligns with your specific needs, optimizing financial management, streamlining processes, and improving data reliability to help you make sound business planning decisions.
STRATEGIC & GENERAL BUSINESS PLANNING
Whether your goal is to expand, develop, or profit, Hantzmon Wiebel offers objective insights and detailed analysis to ensure you make informed decisions. We will delve into your business’s financial statements and other documents to ensure our strategy will effectively help your business thrive.