ADVISORY SERVICES

New Business Formation

Helping you financially plan the formation of your venture and creating the structure behind it.

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Part-time/ Interim CFO

Lending our financial expertise to give you advice in training, accounting procedures, cash management, trend analysis, tax strategies, etc.

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Succession Planning

Succession planning strategies that include equitable distribution, minimization of transition taxes and consequences, and retirement projections.

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Business Consulting

Consulting on creating a strategic business plan, whether it is a startup, venture or expansion.

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Estate Tax & Planning

The Wall Titus team is experienced in minimizing estate taxes, gift and transfer taxes, and providing compliance services to protect your finances

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Advisory Services