Planning Services

Ruzomberka Holland Renk Smith believes that after establishing your business and watching it grow you should have in place the correct mechanisms for reaping the benefits. For these reasons, RHRS can help with choosing the correct entity, establish a business succession plan and provide for estate and wealth planning.

Entity Planning

• Consider the variety of issues in making a determination on the appropriate business structure, such as the type of product or service, capital needs and accounting method, amongst others

• Evaluate the client’s business plan as well as listen to the client’s “go-forward” plan

• Collaborate with the client’s lawyers and investment advisors to work as a team, providing the best and most compatible advice on the appropriate business structure

Business Succession Planning

• Work closely with the business owner to assist in planning for the future of their organization

• Determine the proper course of action to maximize the benefit to the business owner and develop the appropriate succession plan to achieve the desired goal

Estate & Wealth Planning

• Develop a plan to help business owners limit future tax obligations and maximize the potential for increasing business returns

• Design a plan that will keep each client’s money hard at work, building wealth and financial self-sufficiency