PROTECTING, GROWING AND REALIZING THE VALUE YOU’VE BUILT

LET’S CONNECT

Achieving your financial goals is easier with a true partner at your side. We take
a hands-on, proactive approach to planning—protecting your business, clarifying your
priorities, and building a clear path forward—so every financial decision supports the
goals you’re working toward, professionally and personally.

Services

Our business valuation service provides a comprehensive understanding of what your business is worth and why. We analyze financials, operations, risk and market dynamics, then coordinate that value with your personal financial planning. With an eye on proactive planning and risk management, we deliver valuations
for estate and succession planning that enable confident decision-making at every stage.

Protect your practice with expert buy-sell funding guidance. We establish realistic practice valuation, structure clear, tax-efficient financial terms, and coordinate seamlessly with your legal and tax advisors. And we provide ongoing reviews, updates and funding checks to ensure the agreement stays aligned with growth, ownership changes, and long-term goals.

Retirement planning goes beyond saving. We help convert your practice into reliable retirement cash flow, maximize the value of your life’s work, and integrate it with personal investments. Through strategic timing, tax mitigation, and coordinated planning, we design a transition that protects income, reduces taxes, and supports the lifestyle you’ve earned.

Succession planning protects what you’ve built. We identify clear exit paths, minimize double taxation at the sale, and develop a transition plan to ensure a smooth patient and staff handover. Our team crafts smart sale terms and coordinates estate planning so your transition supports continuity, value and long-term family and financial goals.

Aligning your personal and business balance sheets to support total financial clarity means our team creates clean separation, integrates goals, optimizes tax strategies, manages cash flow between personal and business needs, and structures investments for overall wealth. By collaborating with your other advisors, we ensure
cohesive planning so the business actively supports your life goals.

Address
69 Monroe Avenue
Pittsford, NY 14534

Phone
585-264-1111

Hours
8:30am-5:00pm

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