Business & Succession Planning

Business Planning

If you're like most business owners, your business is not only the single largest asset you own, but it is more than likely the source of your livelihood and your wealth.  

Today business owners have more opportunities to implement planning strategies that can provide themselves with unique benefits as well as reduce the taxes they will be paying.

Benefits for You & Your Family

In addition to the typical business tax reduction strategies, you can also add numerous employee benefits which also benefit you as the owner (yet are free to the business for your other employees.)

Your business' bottom-line growth is directly impacted by your ability to realize appropriate tax and other planning advantages.  You should make sure you are taking advantage of every strategy available to your business to provide benefits for you and your family. 

We can help you evaluate your tax and financial options, assess your financial readiness and create your own individualized business financial plan designed to help you maximize the value that your business can provide for you and your family.

Business Succession Planing Process

Business Succession Planning isn't something you take care of at the last minute if you want to make the best decisions for yourself and your business.  The planning process includes getting ready for retirement OR your complete transition out of the business.  You need to understand the important differences between these choices and the potential changes to your current planning which might be necessary to achieve your goals. 

With our proprietary Business Succession Planning process, you will be more confident in the decisions you've made and the after-tax value for your business you will receive.

To learn more about our proprietary planning process, please click the button below to download the outline.

Our Next Steps

Planning without at least some modeling to show and compare the differences between strategies is just guessing.  Planning without proper implementation is inviting failure.  Even a mediocre plan with proper implementation will beat the best plan that is poorly implemented.