One of the most common traits we have found among entrepreneurs is that their keen sense of day-to-day operations and building for the future means they spend most or all of their time working in the business, with little time left over for working on the business. By this we mean the more mundane, though essential, tasks of protecting the business, converting a successful business today into a successful retirement tomorrow, laying the groundwork for business succession, and extracting retained earnings from companies in a tax effective manner. This is where Strategic Edge can help.

By working with your accountant, controller, lawyer and other relevant advisors, we provide commonly used as well as unique solutions to help facilitate these issues.

Our approach is not to make the shoe fit, but rather to measure the foot and then build the shoe. Our solutions are custom made to your unique situation, because every company is as different as every person running them.

For some examples (though not exhaustive) of the tools we might use in differing situations, you may want to read about some of the following. If you’re interested in working with us, we would encourage you to call or email us about getting together to first discuss your objectives, priorities and current resources.