Professional Services

When you’re busy providing high-level services to your clients, it can be difficult to attend to the strategic needs of your own firm. Is it time to expand? Could you save money on taxes? Will your agreements work to successfully transition ownership to the next generation of leaders? Are your funding mechanisms the right ones? Should you expand nationally or internationally?

Whether your firm brokers insurance, practices law, or provides other services, we know the challenges you face. Owners are also primary revenue producers. Your industry and your company are dynamic, changing on a daily basis. Clark Nuber can help you find the answers that are right for your firm and work with you to help your firm thrive.

Being a professional services firm, we enjoy some of our closest client relationships with principals of knowledge-industry firms like our own—sharing ideas, strategies and goals in a partnership for success. We are members of The ESOP Association (ESOP).

Our professionals have practical experience in:

• Design and implementation of partnership or shareholder agreements
• Merger and acquisition services
• ESOPs
• Federal, state, and international tax consulting
• Deferred compensation