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Advisory Services

Navigating opportunities together.

 

Financial experts
in your corner.

Knowing the best strategy when it comes to financial decisions can be difficult but having a trusted financial advisor in your corner shouldn’t be. Our experienced team is ready to help you navigate any financial decision.

Schedule a call with an advisor

Trust &
Estate Planning

It’s important you have someone that understands your goals and can clearly define the best ways to carry them out. Our clients look to us to forge a coordinated plan to achieve their goals and assist with assembling a team to deliver on those financial objectives.

With our team of trusted advisors, we help:

  • Tailor your estate planning & legacy strategy
  • Produce complex estate and trust tax returns
  • Preserve wealth with needs-based projections
  • Build an ‘after death’ plan
  • Plan for your wealth management handoff
  • Realize a meaningful financial legacy through careful planning

Retirement Planning & Wealth Management

It is never too soon to start planning for retirement. Our deep understanding of the tax code and bookkeeping make us natural partners in your retirement planning process – from budgets and saving goals to wealth management and tax preparation and planning strategies.

We partner with the leading local investment manager or work alongside your existing advisor to help on numerous fronts, including:

  • Wealth Planning
  • Tax Minimization Planning
  • Tailored Investment Management
  • Stock Specific Diversification

Succession Planning & Transitions

Whether you are considering a major change or evaluating future opportunities, we offer unparalleled local expertise to support your succession planning and decision-making needs.

Our succession capabilities uniquely position us to support your journey:

  • Over $700 million in transaction experience – ranging from small business transactions to large enterprise engagements
  • Valuation services to dozens of small and mid-sized businesses
  • First-hand transactional and integration experience

Family & Closely-Held Business Advisory

At Centennial, you’ll find expertise to assist you with the unique challenges that come from managing the impact of personal, investor and family concerns – with tools to support governance, transition and succession planning, executive and family compensation, strategic planning, and retirement and estate planning.

Our Family Business Advisory Framework

  • Support ownership & management clarity
  • Support healthy business operations
  • Support family, generational and leadership needs
  • Support family business capitalization and financing

Start-Up Services & Entity Selection

Choosing the form of entity of your business is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company. Considering an entity restructure? We can help there, too.

Business Consulting Services

Whether you’re starting a new venture, growing a business, or thinking about transitioning your investment to the next generation, our team of experts can help you meet your goals and take that next step with confidence.

  • Business Entity Training & Setup
  • Small Business Finance and Tax Training
  • QuickBooks Training & Setup
  • S-Corporation Training & Election
  • Payroll & Sales Tax Training & Setup
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