Clients We Serve Best

FAMILY OFFICE

We act as your personal CFO and concierge. You've made your money, let us free you up to enjoy it.

EXITS

A successful exit takes years of planning. We help develop an operational strategy that will help you obtain an exit on your terms at a valuation you desire.

ESTABLISHED COMPANIES

A mature business requires experienced counsel, and we have the experience, from taxes, capital, investments and kick-starting growth to responding to disruptions in your industry.

GROWTH COMPANIES

You’re growing, and that’s great. But growth brings its own challenges. We can help with tax strategies, capital and investment decisions and a growth plan.

START-UPS

You need sound advice as you build your foundation and set your course. But you may not be ready for a full relationship. We get it. Let’s talk about solutions.

WHY DO OUR CLIENT RELATIONSHIPS LAST 30 YEARS?

The Saddock way is all about relationships. We take the time to get to know you better and we have the experience to listen with ears that have heard it all before, so we’ll understand your challenges and appreciate the nuances. It starts in the first meeting, but you’ll feel it for years to come. Our goal is to get to know you better every step of the journey until we’re a natural extension of your team. We’ll help tackle your challenges and celebrate your wins. There’s a reason so many of our clients stick around for decades.

Service-driven approach that’s centered on you

Breadth of experience across business categories and business life stages

Knack for delivering high quality and performance

Doing the right thing, always, because it’s who we are

Transparent, fair billing

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Years Serving Our Longest Client Relationship
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Exit Events

How can we help you?

OUR SERVICES

Tax Planning

Strategic Planning

CFO Consulting

Exit Planning/Valuation/Acquisitions

Loans & Capital Advice

Family Office

Estate Planning

Strategic Philanthropy

Wealth Management

Accounting Services

We love to help our clients in any way we can. If there’s something you need that we don’t specialize in, we’ll help you find the right solution.

The Saddock Blog

In December 2017, the most sweeping tax reform since 1986 was passed into law.  While we believe this reform is a win for most business owners, taxpayers should be mindful about the impacts these reforms can have on their businesses, as taxes represent a large %...
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