Business Financial Planning
Financial Planning for businesses can take many different forms. We meet you where you are in the business cycle. We can assist from start-up to disposition. We help you look at the “big picture” and how that will impact you and your employees on a personal level. We can help you with:
- Selecting a Retirement Plan
- Executive Compensation Strategies
- Managing a Retirement Plan
- Business Valuation
- Analyzing Buy-Sell Agreement Arrangements
- Disposition Strategies
- Funding Buy-Sell Agreements
- Insurance Analysis
- Tax Reduction Strategies
- Ongoing Consulting
