Small Business Financial Consulting

  • Is your company retirement plan delivering optimal benefits?
  • Can you make better financial decisions to help reduce taxes and protect your assets?
  • Do you have a succession plan for your business?

For small business owners, we provide innovative solutions to address your individual business needs in all areas of financial planning.

One of the most important areas of focus for business owners is design, implementation, and administration of an ideal retirement plan for you and your employees. A well-designed plan can help you attract and retain key employees, while also enabling you to further protect your personal assets through tax deferrals. We work with retirement plan administrators to analyze your existing plan, recommend changes as needed, and help create a customized approach designed to address the specific needs of your business. Once the plan is in place, we meet on a regular basis to ensure the plan remains aligned with changing business requirements. For businesses with strong cash flow to owners, we can design a defined benefit plan that can substantially increase the amount you can defer. 

On the financial consulting side, we carefully analyze your business challenges, opportunities, and goals, and help craft a solid business plan designed to leverage your assets, maximize tax benefits, and protect your personal and business assets. And when the time comes to plan for succession, we'll help you create a sound transition strategy that helps you gain the greatest possible return on your business.

Our financial consulting services for small-business owners include:

  • defined benefits plans
  • employee benefits plans
  • executive benefits
  • formation of business entities
  • partnership & operating agreements
  • buy/sell agreements
  • mergers & acquisitions
  • long-range planning
  • exit/succession planning