We base our success by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitably and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following are just a few of the areas in which Fulcrum Group provides consulting services:
Preparation and planning are key to the successful purchase or sale of a business. Fulcrum’s team of professionals can assist you with all aspects of your transaction, including valuation, cash flow analysis, tax minimization and transition planning.
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. Fulcrum Group will guide you through the complex process of getting your financial affairs in order.
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.