Small Business and Nonprofit Services

Lara, May & Associates, LLC works with small businesses and nonprofit organizations to develop strategies for addressing short- and long-term financial needs. Our services include:

  • Business Succession Planning – Our comprehensive  business succession planning helps you navigate the complex financial decisions involved in making a smooth transition of your business ownership.
  • Pensions, Profit Sharing, and 401(k) Plans – We help business owners structure pension, profit-sharing, and 401(k) plans that fit best with your business model and your financial goals.
  • Fundraising Consulting – Well designed charitable-giving strategies create tax (and other) incentives for donors to increase their giving while helping nonprofits grow their endowments.
  • Common Interest Property Services – Our services help boards of homeowners’ associations explore and strategically allocate investments, choosing from many options.