Are you ready to make best use of your business wealth opportunities? From home to office, founding to succession and onward into retirement, Shoreline can help you confidently fund your life’s goals – for you, your family and your business interests.
- Establishing, purchasing or selling a thriving business or practice
- Drawing income from your business or practice
- Developing and executing a smooth succession plan for eventual retirement
- Offering a well-managed company retirement plan for you and your employees
- Managing stock options or other company interests
- Completing similar professional transactions
For these and more, we’ve been here, done that. As lifelong Hoosiers, we are deeply rooted in our central Indiana community, with networking alliances to address a wide range and scale of business concerns. We harness our decades of experience in accounting, tax preparation, retirement plan and wealth management services into a unified force for counting, coordinating and managing your business wealth.