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Business Planning
You've got a vision for both this stage of business and for the future. Having an advisor that can come along side you and facilitate that vision through impactful business planning and financial strategies makes all the difference.
Businesses have a range of planning areas that we excel in: growth/expansion, continuity, exit strategy or succession planning, income protection, partnership interest protection, employee attraction & retention, benefits, cash reserve management, short to long term monetary strategies and the list goes on.
We will help you build stability & continuity while facilitating growth & increased personal equity. Our role is to help you position yourself to gain maximum benefit from your business.
Specialized Planning for Business Owners
Improving the Value of Your Business
Attracting & Retaining Key Employees
Diversifying the Tax Impact on Your Money
Knowing What is Your Business is Worth?
Protecting Partnerships: Buy-Sell Planning
Human capital strategies for businesses and employees
Think of human capital as a toolbox. Every skill, experience, and ability you have is like a different tool. What does your unique collection look like? What do your business needs entail from a human capital perspective?
How to protect your small business from a lawsuit
Lawsuits are a reality that many people face today. You can be sued for almost anything, so what steps can you take as a small-business owner to protect yourself—and ideally avoid a lawsuit before it even happens?
10 Ways to take the stress out of tax season
It’s nine o’clock on April 14, and Angela V. has hit a snag. She’s been plugging data into her tax preparation software for about half an hour when she realizes she’s missing a 1099-DIV form. Her anxiety rises since it’s too late to call anyone, and she can’t find it online. She feels a headache coming on.
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