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Business Planning

Planning for Your Business

Planning for Your Business

Running a business isn’t easy, but it can help to have an experienced, financially savvy partner to bounce ideas off and offer advice. That’s exactly what we’re here for. From just starting out to expanding, buying, or selling, we’ve run and sold successful companies and offer these services to help you do the same: 

Cash Flow Optimization

Based on your revenue, cost of goods sold, fixed and fluctuating expenses, existing debt, and timing of inflows and outflows, we’ll look for ways to optimize your cash flow, improve efficiency, and enhance your business net income.

Tax Planning & Preparation

Throughout the year, we’ll implement strategies to reduce your tax liabilities, save for estimated quarterly payments, and put you in an optimal position when it comes time to file your tax returns.

Accounting & Bookkeeping

We’ll process your payroll, maintain your books, prepare financial statements, and handle all accounting functions, so you’re free to focus on your business.

Retirement Plans

We assist businesses in selecting the right retirement plan to retain great employees and benefit individual owners.

Buy/Sell Consultations

Buy-sell agreements can protect a business and its owners from unintended ownership transfers – often allowing heirs to turn shares into cash in the case of unexpected death. We can offer advice on buy-sell agreements and can provide referrals to attorneys to draft the appropriate agreements.

Succession Planning

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

The bottom line is we exist to improve your business bottom line. If you’re ready to explore opportunities for efficiency and enhanced profitability, complete the form below, and we’ll be in touch soon. 

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