Business Planning
What are the things I need to think about as a business owner?
What are the things I need to think about as a business owner? The scarcest resource a business owner has is time. While needing to ensure the smooth and successful running of a business, they also have to plan for the future of the business, as well as for their own retirement. Through financial and debt counseling, succession, and retirement planning solutions, we provide comprehensive support for these complex business planning needs.
Qualified Benefits & Retirement Plan Consulting
Do I have Suitable types of plans and benefits to value my employees as well as myself?
Do I have suitable types of plans and benefits to value my employees as well as myself? We assist business owners in devising qualified retirement plans to help them and their employees reach their own retirement objectives. The qualified plan arena involves understanding a business’s goals and objectives to determine the possible benefits of such a plan in an efficient manner, while strictly complying with IRS, administrative, and fiduciary responsibilities and requirements.
Business Succession Planning
You’ve worked hard to build your business. What will happen to it if you’re gone? What is your plan to sell or transition your business?
Business owners need to evaluate and plan an exit strategy, both for retirement and for an immediate, unexpected departure. But most don’t have the time or bandwidth to plan that way. Unexpected death, illness, or accidents can prevent them from fulfilling their day-to-day business responsibilities. These events can be devastating to the owners, their families, and their employees.