A&G, LLP

• Exit & Succession Planning
• LifecycleGAP Planning Selling Versus a Family Succession
• Selling Versus a Family Succession We help clients build business and personal value Our tools are tax planning strategies supported by a solid accounting platform that produce accurate financial reports A&G becomes the resource owners and individuals rely on to help set and focus on goals We become the confidant clients can talk to about overcoming obstacles, evaluating opportunities, and closing the gap from where they are today to where they want to be

Every business and individual goes through a lifecycle What was important once has been replaced by different needs relevant to their current situation Our lifecycle approach helps any client, big or small, business, or individual, set a plan and monitor goals, and adapt to the current stage of their lifecycle We help clients assess their strategic direction, timelines, risk tolerance, and develop a plan and support system that works best for them

An Independent Member of BDO Alliance USA

We are an independent member of the BDO Alliance USA, a nationwide association of independently owned local and regional accounting, consulting and service firms with similar client service goals The BDO Alliance USA presents an opportunity for firms to expand services to clients without jeopardizing our existing relationships or our autonomy by accessing the resources of BDO USA, LLP and other Alliance members The BDO Alliance USA was developed to provide Member firms with an alternative strategy for gaining competitive advantage in the face of a changing business landscape The Alliance represents an opportunity for BDO to enhance relationships with reputable firms that share a mutual business understanding The BDO Alliance USA is a subsidiary of BDO USA, LLP, a Delaware limited liability partnership

We aren’t just CPAs, we are consumers as well Our firm knows all too well the frustrations involved in trying to find answers to questions At A&G, LLP, we believe relationships matter We work closely with clients to shape the efforts inside an organization and conduct the planning needed to build long-term success and strength Our team identifies and breaks down financial and management opportunities, communicate clearly, and in common sense language

Advisors & Growth Strategists

Our firm delivers assurance, tax, accounting, and specialized solutions that provide clients with the information needed to successfully manage their business and everyday lives We listen, interpret, and provide clients objective insight to help them thrive Let us create a growth plan, combined with a tax strategy, to leverage any potential tax benefits that may exist

Ask About Our Assessments

We provide a Second Opinion on tax returns and a Managed Accounting Assessment Both are done at no-cost Our Second Opinion is designed to help understand if you are getting tax advice that optimizes your financial position Our Managed Accounting Assessment examines the processes and quality of your in-house accounting Accounting and tax decisions can significantly impact profitability