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We want to help you keep your hard-earned money.


It’s quite a juggling act for closely-held business owners to know how best obtain the cash needed from their business in order to retire, without losing much of it to taxes, fees and commissions. Business owners also have many risks they need to manage as they begin to transition away from their involvement in the company. 

Rise's team of niche experts helps business owners create a simplified, tax-efficient exit strategy.  Specifically we help business owners with:

  • Valuation Determination

  • Stock Disposition Timeline

  • Key-Person Insurance

  • Facilitation of Legal Contracts

  • Facilitation of Advisory/Transition Committee

From startups to established enterprises, business owners must rely on forward-thinking and insightful financial assessments to retain profitability and capitalize on new opportunities. 


Here's how Rise's seasoned team of professionals helps manage your business, so you can minimize your tax bill and maximize your bottom line:

  • Business Tax Returns

  • Preparation & Analysis of Financial Statements

  • Fractional CFO Services

  • New Business Establishment

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