Business Financial Planning

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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