No company has a more experienced staff than Partnered Solutions in providing quality analytical, consulting and strategic tax planning services to small and medium-sized owners. No other company in the marketplace offers a broad array of quality professional services Partnered Solutions offers:
Business Analysis & Consulting: Our Business Analysis Group examines business operations, identifying deficiencies and recommending improvements, while the Consulting Services Group implements hands-on solutions to a broad variety of business problems.
Tax Planning: We provide personal and corporate strategic tax planning services, compiling for each client a Strategic Tax Report, addressing their unique tax circumstances.
Business Valuation: Our Business Valuation Services Group – staffed by NACVA- and ASA-certified personnel – provides accounting and compliance services and business value mapping.
Exit Strategy Planning: The Exit Strategy Planning Group at Partnered Solutions provides a comprehensive approach to wealth management, paired with a vast array of independent, non-proprietary product solutions tailored to each client’s unique situations and challenges.
Advisory & Intermediary Services: Partnered Solutions is available to help our clients develop corporate strategies, strategic alliances, and capital and transactional structures. We also assist with mergers and acquisitions, intermediary and negotiating services, and business financing solutions.
Implementation Services: We not only recommend new tax-related strategies for your business – we can help you implement them as well.
Financial Services: We provide clients with access to asset management and investment advisory services, wealth management planning, investment banking, and strategic implementation.
Insurance Services: Our Insurance Services Group provides planning and implementation for risk management, retirement plans, and benefit plans. In conjunction with Benefit Strategies Group, Inc. we also provide advanced retirement planning services.