Asset Protection

Berkeley Group, LLC works with professionals in your area to develop asset protection strategies that protect your value and make business sense. Berkeley Group, LLC will prepare a free report of strategies available to meet your goals. There is no charge for the report. If you decide to implement asset protection strategies, Berkeley Group, LLC will work with your professionals, or help you find the right professionals at no charge to you.

Business Structuring

How you structure your business is a critical decision with long and ongoing impacts. Berkeley Group, LLC will review your business structure and make recommendations at no expense to you. If you decide to implement these changes, Berkeley Group will work with your professionals or help you identify professionals to assist in making the changes at no expense to you. You pay no fees to Berkeley Group for this service.

Sucession Planning & Structuring for Sale & Exit

Developing the right strategy to exit your business is as important as when you developed strategies to start your business. Tell us your goals. Whether it be transitioning the business to family members, or positioning the business for sale to a third party, or putting the business on the market, Berkeley Group, LLC will review your goals and make our recommendations at no charge. Then Berkeley Group, LLC will work with professionals to help you put your goals in place.

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Why Berkeley Group, LLC

With Berkeley Group, LLC you never talk to a telemarketer or sales person. One tax advisor is assigned and dedicated to your file. Removing the layers of sales personnel removes the cost of finding out what options you have and what it will cost, it reduces the cost to you and to us, and most importantly, it reduces the amount of time you have to spend to achieve your goals.

Call or e-mail us today. Receive a review to reduce your taxes and/or a free report of tax strategies to help your reach your asset protection, business structuring, and succession or exit planning goals.


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