Business and Professional Services

PDM pro-actively provides strong tax and financial planning and fosters the responsive, committed client relationships that entrepreneurs and their businesses need.

We serve privately held companies across a wide variety of practice areas including, but not limited to:

  • Law
  • Medical practices
  • Architects
  • Entrepreneurs
  • Outside sales representatives

Whether it is growth strategies, tax planning, sale or transfer of a business, compensation, succession, or retirement and estate planning, PDM has the experience and track record to create a custom plan to help you grow your business.