Audientis provides consulting expertise to closely held businesses, their partners and families
Estate planning
Secure your legacy with estate and trust planning
More than $200 million dollars in life insurance policies written for clients since 2002
Your family’s legacy is one of your most valuable assets, and the successful transfer of wealth and values from one generation to the next requires the proper estates planning tools. You will also need to trusted partner with the proven expertise, as well as dedication, to achieve your goals, Audientis will develop tax-efficient strategies to reduce your overall estate tax exposure, introduce sophisticated family and charitable gifting strategies and consult on techniques that will safeguard assets for future generations.
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Financing
Navigating the complex financing landscape
In today’s world, the financing market is overly complex: practices once built on relationships are now based on complicated accounting, numerical matrices, and regulations. What makes it more complicated is that different members of the family or closely-owned business may be at different stages of their life cycles. Some members may be looking for security and low risk, whereas others might be more open to investing in the business to keep it growing. Each business has to balance different drivers to create capital.
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M&As
Secure your legacy with estate and trust planning
Internal development is not always sufficient to grow the family business. Many of our clients, whose businesses have been successful for many years, routinely consider acquisitions in order to meet their financial and strategic objectives: others are approached to sell their businesses. Audientis listens carefully to fully understand your merger or acquisition goals, then we assist in the design of the growth or contraction objectives and understanding their implications. Once established, Audientis develops a plan and assists in implementation. Because of our thorough knowledge of the family business and the market, our success in estate and continuity plans for the family is unparalleled.
Restructuring
Restructuring for family businesses
Your family’s legacy is one of your most valuable assets, and the successful transfer of wealth and values from one generation to the next requires the proper estates planning tools. You will also need to trusted partner with the proven expertise, as well as dedication, to achieve your goals, Audientis will develop tax-efficient strategies to reduce your overall estate tax exposure, introduce sophisticated family and charitable gifting strategies and consult on techniques that will safeguard assets for future generations.
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Automotive
Advisory services for the automotive industry
Audientis Automotive are a unique and exclusive Buy-Sell advisory firm that helps clients succeed in a complex and ever-changing environment. Our high touch approach for an intentionally small number of our clients to form lasting personal relationships not afforded by larger firms. Hiring a firm to help you manage your transaction is key to maintaining confidentiality. As an intermediary, we protect your identity and work through the transaction in a way that minimizes the impact on your day-to-day business.
Let’s work together
We understand that balancing the day-to-day responsibilities of running a business can sometimes leave little room for comprehensive planning. With our help, you can safeguard your financial future and ensure your legacy continues to thrive across generations.
