Business Financial Planning & Advisory Services: Finding Solutions for Business Challenges

If you’re a company owner, you face a number of tough business financial planning and management challenges. You have a lot of different, sometimes competing interests to weigh and try to balance when making decisions; you not only have to consider the needs of the business and your customers, but also your employees and other stakeholders.

The trick is finding solutions that provide the best outcomes for everyone… and it takes knowledge and experience with what works– and what doesn’t– to get it right.

We have years of experience in crafting business financial planning strategies and providing business advisory services that address the full range of needs– from management and executive compensation to retirement plans, succession planning and more– for businesses of all sizes and types.

Whatever your particular business challenges, we will help you explore the full range of options and make informed decisions that serve your business and your team well. And in some cases, we can develop creative solutions tailored just for you.

We Offer Business Financial Planning & Advisory Services to Help Your Company– and Your Team– Thrive Over the Long Term

  • Strategic Business Planning

    The first step in business planning is developing a sound overall strategy that takes into account your needs and resources now and in the future as your business grows.

    You have to examine all aspects of your business in light of your business goals, to make sure everything is set up for success, streamlined for efficiency, and risks and costs are minimized.

    With so many things to look at– sales and marketing, operations, finances, supply chain and your team– it can be difficult.

    In our Strategic Business Planning Engagement, we’ll help you analyze your processes, priorities and people to make sure you’re on track.

  • Limited Scope Valuation

    All business planning starts with your company’s value.

    Any retirement planning, estate planning or exit planning you do without this essential information will be faulty from the start if it’s based on inaccurate numbers.

    We can help you accurately determine what your business is worth today, and we can also project what the impact of decisions you are considering now will be on your future bottom line.

    That way, you can make informed decisions today that support your overall goals, and realistic plans for the future based on real numbers, not speculation.



  • Group Retirement Plans

    Choosing a qualified retirement plan that best fits the needs of your company and your employees can be tough.

    With so many options available, each with its own advantages and disadvantages, it can be hard to do a side-by-side comparison… and mistakes can have far-reaching (and expensive) consequences.

    We always start by helping you clarify your retirement plan goals and objectives, so you can intelligently limit the world of possibilities to those that will best fit your needs.

    Then we help you choose the best of your available options, educate your employees and encourage participation.


  • Succession Planning

    Succession planning is figuring out exactly what will happen to your company if you retire, sell your business, become disabled or die.

    It’s not fun to think about, but it’s a critical part of your business planning if you don’t want to leave a mess behind for others to clean up.

    Without a solid plan, your exit could be chaotic or devastating to the company; with one, you and everyone else with an interest in the business can rest easy knowing no matter how or when you go, there will be no surprises– operational, financial or otherwise.

    We have helped many business owners create a secure future for their business, so things will happen exactly the way they want after their time at the helm is done.


When It Comes to Your Company, We Mean Business

Whatever your business financial planning needs are, we have the experience and expertise to help. Whether your challenges are with ongoing operations or strategic planning for the future, you’ll get guidance on current trends and best practices, ideas for improvement, and help exploring your options so you can make smart choices.

To speak with a Business Specialist about your particular needs, please contact us today to schedule a personal consultation. We look forward to learning more about your business and how we can help you grow.

Tools and Resources

SBA Resources: Running a Business

Warren Buffett’s 9 Key Rules for Running a Business

10 Rules to Build a Wildly Successful Business

Who’s Running Your Business Anyway?

9 Reasons Why Most Startups Fail

12 Tips for Building a Winning Team

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