Financial Planning for Business Owners

Common Issues We Address

  • What is my business worth?
  • Do I have a written succession plan?
  • Could my business operate if I were out for an extended period of time?
  • Can my company operate without me?
  • Is my business the right entity? (sole proprietorship, partnership, LLC, corporation, etc.)
  • How do I ensure my key employees stay with the company upon my departure?
  • When do I plan to leave my business?
  • Are all the benefits we offer (medical, 401k, etc.) competitive and up to date?

We do not render legal or tax advice. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax or accounting obligations and requirement.

Introductory

  • Analysis and review of:
    • Entity Structure
    • Ownership Percentages
    • Financial Statements
    • Operating Agreements
    • Buy Sell Agreement and Funding Mechanisms
    • Group Benefits
    • Commercial Liability and Workers Compensation
  • Business Evaluation
  • Retirement Plan Options
  • Advanced Markets: Support and Document review from business attorneys, estate attorneys, Social Security and Medicare specialists

Annual Review

Need-Based Review

Initial: $5,000

Integrated

  • All Introductory Services Plus:
    • Key Employee Planning
    • Succession Planning
    • Business Continuity Planning
    • Exit Planning
    • Continuity of Road-Map
    • Written Extended Out of Office Plan
  • Business Value under $5MM
  • Tax Planning
  • Integrated Planning Software
  • Advanced Markets: Support and Document review from business attorneys, estate attorneys, Social Security and Medicare specialists.

     

Semi- Annual Reviews

Goal Planning

Tax Planning

Core Planning

Initial: $10,000

Advanced

  • All Introductory and Integrated Services Plus:
    • Executive Benefits Planning
    • Access to Advanced Planning Specialist (Attorneys, Accountants, etc.)
    • Coordination with Existing Professionals: Attorneys & Accountants
    • Integrated Planning Software
  • Business Value $5MM+
  • Advanced Markets: Support and Document review from business attorneys, estate attorneys, Social Security and Medicare specialists.
     

Quarterly Review

Goal Planning

Inv. Analysis

Tax Planning

Core Planning

Initial: $15,000 +