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What is Business Planning

Planning for your business "What-If's"

Planning for your business "What-If's"

Business Planning looks at what could go wrong or be improved.  "What-if's" can span many aspects of your business, such as:

  • Death, disability, or departure of an owner
  • Employee Incentive-Retention 
  • Financial/Legal risks
  • How to exit the business
  • Employee Wellness

Our experienced team will collaborate with you to identify and address areas of vulnerability and opportunity, often with solutions that may tax benefits for the business or it's principals.

   Step-by-step Business Planning focused on Preventing Problems

Continuity Planning

Continuity Planning

Could your business survive a drastic change such as the death or disability of an owner, loss of a key employee, loss of intellectual property, or lawsuits?  The list of "What If's" can be long.   Recent events have demonstrated how quickly things can change.  Let our experience guide you in how to protect your business.

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Exit-Succession Planning

Exit-Succession Planning

It is inevitable that someday you will exit your business.  The question is how will that exit occur, and will you receive the full financial benefit of your life's work?  Do you wish to pass the business to your family?  Do you wish to sell and cash out?  There are many strategies to consider.  preparing for a tax efficient, financially rewarding transition is the focus of Ext Planning.

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Owner-Executive Incentive Compensation

Owner-Executive Incentive Compensation

A important aspect of business growth is achieved by motivating key employees.  Business owners and executives have access to compensation plans (beyond their 401K) that can provide financial incentive and tax benefits to themselves and the business.   

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Employee Financial Wellness

Employee Financial Wellness

Financial Stress can be a significant distraction.  Financial education is an effective way to improve the financial health of your most valuable asset, your employees.  We conduct regularly scheduled Free Virtual Financial Workshops that any business can offer as a financial wellness benefit. 

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