What we do
What we do
Our Focus
Private Companies and Their Owners
For nearly 50 years, Conifer has been assisting closely-held companies with achieving business and personal success. Our experience combined with our service offerings can provide you with a full array of solutions, including financial performance reviews, tax structuring, board support, management consulting, transaction advice, and wealth management in a wide variety of industries. Regardless of whether you define success by growth, stability and sustainability, wealth accumulation and preservation or a successful exit, you need a strong foundation and a comprehensive plan to manage and reduce risk and ultimately lead you to greater value.
Success of an owner-managed business comes from the entrepreneurial spirit, innovation, and the willingness to take calculated risks. Your greatest challenge is in managing the changing landscape of ownership, leadership, management, friendship or family, which can have a profound impact on survival and growth.
Industry Focus
We are dedicated to businesses just like yours. 100% of our client base is comprised of privately- held and family owned enterprises in the following industries:
- Lumber
- Building Materials
- Health Care
- Hospitality
- Construction and Real Estate
- Professional and Technical Services
- Manufacturing
- Consumer Products
- Technology
- Distribution
- Exempt Organizations
- Corporations, Partnerships, Trusts and Individuals
Advising private, owner-managed businesses is all we do here at Conifer every day, it’s what we know and what we care about.
What we do
Our Approach
We provide you with a dedicated team with comprehensive experience and industry knowledge to help guide your organization. Our experience enables us to address the challenges that you face, such as entity formation, ownership structure, leadership, conflict resolution, governance and control, and a comprehensive exit strategy.
Your challenges are not new to us. Our team approach ensures that routine and complex problems are addressed with timely, creative, practical solutions. We design an integrated strategy that meets your goals, delivering and maximizing results for the long-term. With Conifer you have a partner dedicated to delivering business solutions.
Understanding Your Business and Personal Needs
- How well am I maximizing the return of my investment?
- How can I earn more and pay less taxes?
- Does my strategy make sense?
- Are the future leaders of my organization the right ones?
- Are my key people being mentored, measured and rewarded?
- Is my business operating in the most efficient way possible?
- Am I managing and protecting my personal affairs in the best way for my family and me?
Planning
Entity Selection • Business Plan Development • Local, State & Federal Tax Considerations • Project Management and Design • IT Planning • Capital Expenditures • Lender Relationships
Managing
Back Office Support • Budgeting & Forecasting • Financial Reporting • Process Improvement • Technology Implementation • Integration • Federal, State & Local Tax Planning • Employee Benefit Planning • Operational Reviews
Growing
Banking & Financing Needs & Relationships • Technology Management • Back Office Outsourcing • Talent Management, Retention & Reward • Capital Optimization
Transitioning
Succession Planning • Financial Planning • Wealth Transfer • Retirement Cash Flow Planning • Transaction & Tax Structuring • Merger & Acquisition