TAX PLANNING
Understanding the tax laws and helping businesses retain maximum capital is a Saddock core strength. Tax planning requires execution throughout the year. We work alongside you to help navigate the ever-evolving tax code.
STRATEGIC PLANNING
No one can predict the future, but smart planning can help shape it. We develop strategies based on your objectives and stress test with “what-if” scenarios. So your business is ready for all the possibilities and aligned for a bright future.
CFO CONSULTING
Don’t have a CFO? Saddock can help. From financial planning to risk management, we can strengthen your financial understanding and provide insights that will help your company move forward.
EXIT PLANNING /VALUATION/ ACQUISITIONS
We are well-practiced in all M&A issues and provide advice through the valuation process. Through aligning company financials, setting an exit target and assisting in tax implications of sale, we can help you maximize the biggest move of your life.
FAMILY OFFICE
Do you need someone to stay on top of your financials so you can stay focused on the things you enjoy the most? We manage your day-to-day finances, such as budgeting, record-keeping, tax planning and centralized document control.
ESTATE PLANNING
Your life’s work deserves asset protection and a well-thought-out strategy. How do we do this? By reducing your exposure to income taxes and estate taxes and by keeping you clear of unforeseen pitfalls. We want your estate to pass on intact.
WEALTH MANAGEMENT
Success brings its own challenges. Many successful people are better at making money than managing it. We can help you by analyzing potential investments and monitoring current markets, as well as the risks and rewards. *Saddock Wealth, LLC is a related firm that provides all wealth management services.