Plan For The Future With RDM Financial
We collaborate to grow revenues, reduce taxes, and improve quality of life.
Tax Professionals Why Call Us
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If you are looking to improve your quality of life, attract larger clients while generating new revenues.
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If you feel that compliance work has become a commodity.
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Become the most relevant advisor to your most important clients.
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Transform from a reactive, backwards looking tax professional to a proactive, forward looking tax professional.
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Provide a turnkey business advisory service to your business owner clients.
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Bill for your years of cognitive intellect and experience, instead of giving it away.
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Learn how to charge higher fees.
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Help you to develop a marketing strategy that target the clients you want.
Business Owners
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We Help Business owners who pay more than 6 figures in tax to either defer, minimize or eliminate tax utilizing 14 proven strategies.
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Addressing tax aspects of selling your business -With skillful planning it’s possible to minimize, defer or sometimes almost eliminate these taxes.
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Tax Reduction means fewer needs for a growth plan.
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Business Consulting
- Help to maximize business potential.
- Help to maximize profits.
- Provide ongoing accountability coaching.
- Create a vision that all employees will buy into.
- Create a company that someone will want to buy and be able to step into and operate.
- Ability to provide any resources needed to accomplish your vision.
- Sell your company, eliminating capital gains.
Real Estate Professionals
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We help get clients to list their properties who were reluctant to sell because of the forecasted Tax Implications.
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Outside the traditional 1031 exchange we use 13 other strategies to minimize, defer and sometimes almost eliminate these taxes.
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Help to develop a marketing strategy that target the clients you want.
Business Brokers Why Call Us
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Would a faster sales cycle help you to achieve your goals and quality of life?
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What are the tax considerations when selling a business?
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Is a Tax-Free Sale Possible?
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We can address tax issues proactively.