Helping Others Create Rich Lives
Loftus Allen is an entrepreneurial accounting and consulting firm that provides business advice, accounting, assurance engagements, and tax counsel for businesses and not-for-profit organizations.
We can help you navigate the most challenging technical and personal financial issues, and implement effective tax-saving strategies.
For family businesses seeking insight into transitioning your wealth, follow this link to our "Changing Lanes" Family Business Newsletter.
We invite you to follow this link to complete our confidential "Discovery Questionnaire" that is designed to help individual family members, families and business owners and operators, together with their professional advisors, gain a snapshot of:
* The family and business situation
* The nature of the issues and conflicts that exist within the family and the family business
* The areas where family consultation and business planning activity are most needed
Loftus Allen has designed this site as a resource to help you. Please feel free to use the tools provided and share them with your friends and colleagues. If you have any questions or would like to learn about these tools in more depth, Loftus Allen is here to help.
"It isn't the changes that do you in, it's the transitions. Change is not the same as transition. Change is situational: the new site, the new boss, the new team roles, the new policy. Transition is the psychological process people go through to come to terms with the new situation. Change is external, transition is internal"
William Bridges from Managing Transitions