For over 20 years Wealth Strategy Consultants has been helping small business with a multitude of financial issues. All the way from helping hundreds of start ups, planning and funding to helping reverse declining businesses and making them successful and profitable again. Strategies for funding profits, expansion, merger and acquisition and so much more.
We are a full service accounting office and provide complete tax filing for any year. We also will do an analysis of a financial situation or plan from a tax perspective. The purpose of tax planning is to ensure tax efficiency. Through tax planning, all elements of the financial plan work together in the most tax-efficient manner possible. Tax planning is an essential part of a business or an individual financial plan. Reduction of tax liability and maximizing the ability to contribute to retirement plans are crucial for success.
WSC also is an insurance solution provider. Whether it be auto home life health or even commercial general liability Worker’s Comp. any insurance needs that exists we can help solve with a custom solution tailored just for you
WSC helps valuable clients manage all areas of financial management, estate planning, business transition, tax planning, and so much more.
WSC specializes in creating successful financial strategies for not only the business but for its owners and partners, to accomplish any and all goals and business desires.
WSC provides business solutions any where from simple book keeping to complex analysis such as: profitability analysis, start up funding and planning, value analysis, exit strategy, MERGERS and ACQUISITION, contract negotiation, commercial real estate negotiations… The firm can help ANY business be more profitable and successful.
The founder of Wealth Strategy Consultants, Jason M Duhon, holds a masters degree in business (MBA) and has worked with thousands of small to medium sized businesses in various capacities for more than 20 years. He serves as a director for many corporations and consults on many of the services offered through wealth strategy consultants.
Using Wealth Strategy Consultants’ unique business value and business planning strategies will not only increase profitability but will also poise your business to accomplish any long term goals.
Wealth Strategy Consultants can help you design a more profitable business which will then be a tool that can be used for the business’ share holders’ retirement planning including but not limited to having a sale-able business with value.
One of the most forgotten assets when doing estate planning is your business. Only 3% of businesses plan for transition. Wealth Strategy Consultants will help you with a business transition plan to protect the shareholders, their heirs and their estate.
Overall business planning and value planning will in turn increase shareholders equity and profits in the business.