We Provide Solutions


If you are in the Orlando Area and you'd like to see what kind of difference that attentive professional Accounting, Tax, Financial and Business planning can make to your financial future call us at 407-830-5717 or contact us to make an appointment today.

Retirement Planning For Business Owners

 

If you own a family business, retirement isn't simply a matter of deciding not to go in anymore. You've got some critical questions to answer like...

 

  • "What happens to the business when you're no longer running it?"

  • "Will you have enough money to retire?"

 

We work with business owners and families to help them plan for the long-term financial security of their family and business. We truly understand your needs and are able to provide a wide variety of retirement savings and succession planning services for small businesses and individuals designed around your needs. Developing and implementing a well-designed succession plan is essential to the survival of your business and the financial security of your family.

 

We offer the following retirement planning services:

 

  • Business valuation

  • Tax planning

  • Investment and insurance planning

  • Cash management and budgeting

  • Evaluations of qualified retirement plans (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.)

  • Estate planning

  • Charitable gifting

  • Business exit strategies

  • Asset protection

  • Succession planning and business continuation

  • Buy/sell agreements

  • Personal financial planning.

 

McNair and Associates, P.A. CPA's
1250 S. U.S. Highway 17-92, # 250
Longwood, Florida 32750

 

Telephone: (407) 830-5717
Facsimile: (407) 830-1601

 

 

Providing Professional Tax

and Accounting Services For Over 30 Years

Members Florida Institute of Certified Public Accountants

© 2015 ALL MATERIALS ON OUR WEB SITE (MATERIALS) ARE PROVIDED SOLELY FOR INFORMATIONAL PURPOSES.THE MATERIALS ARE NOT INTENDED TO CONSTITUTE LEGAL, FINANCIAL, TAX  ADVICE

Terms and Conditions