Business and Individual Consulting

We provide consulting services to businesses and individuals.  This can be especially valuable in the event of retirement, inheritance, divorce, birth, changes in health, death, and business succession. Solutions may involve family limited partnerships, buy-sell agreements for businesses, generation-skipping trusts, and cooperative planning with children. Our tax professionals also work closely with other trusted advisors, such as estate planning attorneys and wealth managers.

Business Consulting

Business planning is an essential step in ensuring long-term viability and success.  It is widely known that most closely held businesses do not last more than three generations.  Brannen Shirley works closely with a variety of business owners, both in the U.S. and foreign, to help them realize their goals.

Individual Consulting

Individuals turn to us for a variety of life-planning needs.  These might span retirement and inheritance issues, divorce, financial planning and investing, elder care, and more.  Working with individuals and other advisors, we develop action items and remedies that bring peace of mind.

Succession Planning

Having adequate insurance and preparing a buy-sell agreement are just a few of the elements involved in succession planning.  We work with other advisors to ensure these tools are developed well in advance.

Exit Strategies

Our CPAs help forecast business revenue and business valuation, and develop tax strategies, in anticipation of a business sale or transfer.

Proactive Tax Planning

Brannen Shirley’s proactive tax planning helps clients stay abreast of today’s changing tax laws and financial environment.


We help clients navigate both the advantages and responsibilities that come with inheritance, from wealth forecasting to tax considerations.