Your partner in success.
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. I offer a full range of professional services to give you the individual attention that you deserve.
I will thoroughly and conscientiously study your personal situation, and tailor my advice to your specific needs.
If your business does not have accounting staff or is outgrowing its current bookkeeping system, I can provide comprehensive bookkeeping that ensures the financial side of your business is running smoothly. Cloud accounting solutions now allow us to work with clients located anywhere and give our clients 24/7 access to their financial data. If you are interested in simplifying the accounting side of your business, give me a call.
As a trusted business partner, I’ll help you see business issues before becoming a problem and dealing with issues as they occur. Whether you face questions related to expanding, selling, or restructuring your business, I stand ready to help you make sound decisions.
Buying or Selling a Business
Few business decisions are more critical, complex, and potentially life altering than a buy or sell decision. When you are ready to sell, I can provide support every step of the way, including preparing your company to be sold, valuing your business, vetting potential buyers, and supporting you during the due diligence process. After the sell I can help create a solid financial plan for the next chapter of your life. Or if a buying opportunity presents itself, I can help by providing valuation services, developing negotiation and financing strategies, and managing the due diligence process.
Management Advisory Services
My Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. I can provide support in business planning, mergers, acquisitions, and other advisory support. Contact my office to learn about the full range of services I provide.
Retirement Plan Design for Business Owners
Whether you are interested in developing a retirement plan for yourself or choosing a plan to offer to your employees, I can help you explore your options. Surprisingly, I meet clients all the time that are unaware of available plan designs that far exceed their expectations of what a retirement plan can do for them. Through my network of actuarial, legal, and custodian partners, I am able to present plan designs you may have never known about. You owe it to yourself to explore what is possible.
1031 Exchange & Real Estate Disposition Planning
I help real estate owners explore the most cost-effective way to sell their real estate holdings. Many real estate investors falsely believe their only option to minimize capital gains tax is through the use of a 1031 exchange. They continue using this strategy to “roll-up” larger and larger real estate investments during their life.
While a 1031 Exchange can be a great way to help build wealth, managing real estate may not be the best way for you to enjoy your retirement. Alternatively, I help clients explore four other strategies to help them accomplish their financial objectives. If you have a piece of real estate you are considering selling and need help exploring your options, give me a call.
Tax Preparation & Planning
Jim Ciurlik Consulting Inc. offers tax preparation and planning services for business owners. Unlike many tax professionals and accountants, I prefer to work with clients year-round to assist in maximizing their growth and profitability. My services are well suited for business owners looking for a higher level of engagement or responsiveness from their tax and financial advisor. I have experience and expertise working with businesses in all stages of development.