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At Levy Pilotte LLP, we know that the lifeline of any business is the people who run it. It follows that their personal finances are a vital link for continued success. Some personal financial situations can be as complex and as challenging as that of any business. Therefore, we believe that it is necessary to plan for every possible event in our clients' lives. Specifically, we will facilitate the planning of the financial aspects with regards to:
- children's education
- marriage, separation or divorce
- retirement
- care of elderly parents
- wills
- death
- succession of family business
On the corporate level, we provide expertise in the following areas:
- forecasts and projections
- financing and obtaining capital from potential investors
- plant expansion financing
- government grants search and application
- business valuations
- shareholders' agreements
- silent shareholders protection
- life insurance analysis
We also assist in developing investment strategies and planning personal or corporate budgets.
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