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IDENTIFY OPPORTUNITY

To further provide services to your clientele

1

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EXPAND SERVICES

Expand the breadth of your services past tax preparation and into the realm of personal and business strategic advisory

2

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INCREASE PROFITS

Increase the perceived value of your expertise, and command a higher price

3

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DO IT YOURSELF

Keep the work in-house and remove the risks associated with the classic referral model

4

We Can Help You Grow Your Business

Our coaching packages are assessed on a flat fee basis. Through our ongoing guidance and quarterly update calls, backed by intricate CRM and workflow software, you will gain knowledge of how to assist your business owner clients.

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WHO WE ARE & WHAT WE DO

  • Business valuations
  • ESOP
  • Tax law changes
  • Cost segregation
  • Technology integration
  • Marketing to business owners
  • Business valuation
  • Leveraging tax credits
  • Retirement planning
  • Succession planning
  • Key employee retention
  • Estate planning
  • Qualified and non-qualified retirement plans
  • Insurance and long term care
  • Multiple entity planning

Meet Trow

Consultant.  Entrepreneur.  All Around Great Guy.

What Our Clients Say.

We Love Our Clients

Get a Call Back

We make a serious effort to respond to every request. If you don’t receive a response after two days, please call our office, I’d love to talk with you.

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SPENDING A LITTLE MONEY

Can Generate LOTS of Money
Let Us Show You How