Business and Financial Planning

Our business operations expertise provides us with the unique capability to offer integrated strategic planning services, particularly for closely held businesses.

Our advisory services can help owners and executives manage your way through challenging financial and leadership transitions. We work with experienced colleagues in the legal, banking and investment arenas, who, as a team, can provide support to business owners during a transition. 

Risk Management/Insurance 

During business planning, we often uncover risk management requirements in wealth preservation and transfer phases in closely held businesses.

Additionally, we uncover business and family requirements where life, disability, and long-term care insurance will accomplish a goal or protect the next generation’s inheritance.

Tax Strategies & Structures

At GVA we work with your advisory team of CPA and/or business attorney to provide the right structure to help leverage the best result for your business and its owner/shareholders.

We also have strong relationships with several legal and accounting firms with whom we work and would be pleased to provide references and referrals.