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our 6-step wealth path

Our Unique Approach Lowers Taxes and Builds Wealth Faster!

Tax savings have a more immediate impact than nearly any other business pursuit—more than business expansion, more than rate of return. Every dollar saved in taxes is an immediate, dollar-for-dollar increase in a business owner’s pocket without having to work harder or increase production or sales.

Tax dollars that are legitimately saved can be spent, saved for retirement, or used to expand the business. Ironically, the thing most business owners and tax professionals cringe at is the very vehicle that provides business owners the most help—the modern tax code!  

A careful study of the tax code reveals a path that works to the advantage of the business owner. We guide you through that path.Taxes may be an enemy, but the tax code can be your friend!

The path matters!

K2 Business Group shows you how.

01
vISION

We learn about you, what drives you, and what you want to do with your business and timelines.

02
REVIEW bUSINESS STRUCTURE

We review your current legal structure, tax filing elections, tax returns, and current assets. We suggest adjustments based on your vision and map out a better course to achieve your goals.

03
RECAPTURE TAXES PAID

Where possible, we implement strategies that will, in effect, recapture taxes already paid on savings and investments and reallocate the tax savings towards your goals.

04
BUSINESS VALUATION

When appropriate, we perform a complete business valuation using our patented software and provide you with a CERTIFIED BUSINESS VALUATION.

WHAT'S YOUR BUSINESS WORTH?
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05
STRATEGIC IMPROVEMENTS

Our team can help to immediately increase the profitability and future value of your business. We guide you through an exciting journey of making your business work better—with fewer demands on your time and talents.

06
EXIT/SUCCESSION PLAN

You've worked hard. A well-designed EXIT PATH is critical to ensure you maximize the profits from the sale of your business.

We can guide you through the lifecycles of your business strategies to assist you in receiving the rewards of growing a solid business that’s well-positioned to continue your legacy.