Business Planning

Pave your company’s road to success by developing a proactive and purposeful business plan to address your common workplace needs. Our consultation services will provide you with comprehensive, case specific and tax efficient solutions to help manage your concerns and increase the efficiency of your business.

Starting a business is a labor of love, not a play for money. Most entrepreneurs have a desire to build something that will be of value to the world, not a desire to build something the world will give value to.

Unfortunately, many small businesses fail to achieve any sense of value or success. Sometimes this is the fault of a struggling economy or poor market conditions, but sometimes it’s the fault of poor planning.

Our business planning concentrations include:

  • Asset Protection
  • Risk Management
  • Continuity and Succession Planning
  • Business Owner/Key Executive
  • Compensation and Benefit Planning
  • Employee Recruitment and Retention Strategies
  • Employee Incentive Plans
  • Tax Reduction Strategies
  • Non-Qualified Deferred Compensation Alternatives
  • Supplemental Retirement Plans
  • Exit Strategies

Innovative and insightful use of financial tools can be enough to protect your business from life’s “what ifs.”

You built your business to be a source of value; now is the time to review the financial tools that can help provide further enrichment. There are ways to financially incent your most important employees that are tax advantaged but do not fall within ERISA guidelines. Call today if you’re ready to utilize them!

Contact us today to set up an appointment.