Business Services

Through our Planning & Consulting Services (PCS) practice Charter Advisory Group offers Business Consulting services to provide a wide array of advice and expertise to privately held businesses. Our business services are intended to complement our tax & financial advisory services and allow business owners to integrate their business and personal finances in the most effective manner.

Our Business Consulting services include:

  • New business set-up, structuring and registration
  • Registered Agent services
  • Outsourced CFO Services
  • Structuring of LLC & LP Agreements
  • Middle Market Management Consulting
  • Development of Business Plans and Marketing Plans  
  • Planning for the sale of private & family businesses
  • Exit Planning
  • M&A Planning
  • VC/PE Capital Raising
  • Business Succession planning
  • Compensation & Benefits Consulting
    • Stock Option & other equity plans
    • Private Company Equity Plan Advisory
    • Deferred Compensation Plans
    • Pension & Annuity Plans
    • 401 (K) Plans