Business Planning

We have been business owners for over 30 years. We therefore have some understanding of the challenges that entails.  What is the best business structure for your business? How to hire and manage employees? What type of benefits do you provide? How do you grow and preserve the business? These are just a few of the issues that need attention.  We help you navigate the complexities of running a successful business.

We recognize that most business owners are entrepreneurs who prefer to spend their time doing what they love to do.  As a business owner you don’t have the time to direct your attention away from managing your company.  We help you deal with the many issues that go into enhancing the success of what you have worked so hard to create.

We can help entrepreneurs determine an appropriate business structure.  We can also help you understand the various employee benefit plans available and customize solutions to your business needs.

Employee retention is necessary for the future success of your business and we can give you insight into how to retain your key employees.  Risk management is a critical element of maintaining your business.  It is also important to ensure that there is something left for your heirs in the event of an unexpected loss.

Owning a business can be fun and exhilarating or all-consuming and emotionally draining. We help you explore various ways to get the maximum personal benefit out of your business. We are here so you can do what you do best and help you with the rest.

We Offer Business Owners. . .

  • On site employee Financial Management education workshops
  • Retirement plan design and investment implementation
  • Third party administrators to keep your retirement plan compliant
  • Key man insurance to protect the owners beneficiaries and succession of the firm
  • Employee benefits plan design and implementation
  • Introductions to firms that specialize in business succession/continuation
  • Collaborating with your accountant for cash flow management strategies
  • Key personnel incentives

To get started click here .