Innovative strategies, to grow and protect your assets.
All under the guidance of one comprehensive partner
Our Specialized Areas of Service
Financial Planning
Trust & Estate Planning
We help you decide what is best for you and your loved ones.
Our Services Include:
- Will and Trust Review
- Charitable remainder unitrust (CRUT)
- Charitable remainder annuity trusts (CRAT)
- Business Valuations
- Fiduciary Return Preparation
- Estate Planning (Pre and Post-Mortem)
- Design and implementation of estate plans
- Advising on financial and tax implications of sophisticated estate planning strategies
Business & Individual Planning
Succession planning is something you can never start too early.
Our Services Include:
- Tax-optimized distribution and strategies for owner withdrawals
- Defined pension plans
- Business valuation
- Mergers and divisions
- Internal share transfers
- Business advisory
- Business assurance
- Advice on ownership structure and ownership changes
- Succession planning
1031 Exchange Expertise
The tax deferment provided by a 1031 exchange is a wonderful opportunity that should never be over looked. Although it is complex at points, those complexities allow for a great deal of flexibility. This is not a procedure for anyone acting alone. Competent professional assistance is needed at practically every step. At D&M Strategies we have the team of professionals partnered to complete anyone's needs.
Cyber Security Consulting
D & M Strategies is a full service cybersecurity consulting firm proficient in advising clients in the areas of regulatory & compliance, defense hardening, cybersecurity posture improvement and active defense solutions.
Enterprise Risk Review
By understanding areas of risk, organizations are able to prioritize and remediate potential exposures before an incident occurs. D&M Strategies performs enterprise risk assessments to identity and create strategic roadmaps for our clients and guide them on ways to decrease and protect against their cyber exposure.
Penetration Test and Physical Breach - (Tactical Phase)
- Pen Testers who were previous directors of security in education
- External/Internal penetration test
- Social Engineering / Phishing
- Vulnerability
- Physical Breach assessment
- Two week engagement
Cybersecurity Advisory Block of Hours - (Continuous Guidance Phase)
Cybersecurity advisory hours are utilized to assist organizations who don’t have the funds to hire a full time cybersecurity employee. With these advisory hours our clients utilize D&M Strategies' expertise in the field to be used throughout the year when cybersecurity advice is required. These hours are commonly used to work with auditors, advise on security projects, speak with upper management regarding security concerns, create policy and procedures, etc.