760-931-6789 mike@mcleecpa.com

Business Entity Selection

Choosing the form of entity of your business (e.g. “S” corporation, sole proprietor, limited liability
company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can
assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous

Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company’s day to day operations. With a solid
background in tax and other financial matters, we are fully qualified to address the complex issues of
business continuation and can assist you in developing a strategically sound plan.

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for
your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other
assets. For business owners, providing for business continuity and succession of ownership is essential. We
can guide you through the complex process of getting your financial affairs in order.

Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence
during your working years and through your retirement years.

Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at
each stage of your life. Through the financial planning process, we can help you assess your financial needs
and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Business Consulting

We gauge our worth by the personal and business successes of our clients. We can help your business
identify areas negatively affecting profitability and growth and develop solutions that are practical and
technically sound. In addition to acting as a sounding board for management, we provide comprehensive,
flexible strategies that address the issues affecting your business.

Buying & Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a
business. Our competent staff has experience to guide you through the acquisition/disposition process by
addressing such issues as cash flow analysis and tax considerations.

Investment Review

As you develop your investment strategy, we will act as your sounding board. We can help you and your
investment advisor build an investment portfolio that takes into consideration the impact of taxes and
produces a favorable after-tax return.

Pension & Profit Sharing Plans

Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide
significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff
can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and
your employees.

Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. We can help your
company’s management team develop long-term objectives and specific strategies to facilitate your
business’ future growth and success.

Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. We can help your
company’s management team develop long-term objectives and specific strategies to facilitate your
business’ future growth and success.

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