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Small Businesses

Integrated Business Planning

For small business owners

Business Transition and Financial Planning Services

Helping business owners find answers to complicated questions

  • How can I prepare for an orderly exit from my business?
  • Am I protected in case a partner or key employee leaves or dies?
  • Is my family and business protected if I were to die unexpectedly?
  • What is my business worth?
  • I’m interested in selling my business. Where do I start?

These are all great questions. Get advice from advisors who’ve been there and are knowledgable and edcuated to help you make the best decisions for your business.

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small business financial planning

Integrated Business Planning Services

Help you achieve financial success

Selling Your Business

For many business owners, selling the business IS their retirement plan.

Many of our clients want to get the most for their business, but also want to preserve the culture they’ve built and protect their employees. An ESOP is a great alternative to selling out to a large corporation or venture capital firm!

Let’s talk about your options!

Retirement Plans (for Owners)

Are you a small business owner concerned about maximizing savings for yourself and your employees? We can help. With our strong background in retirement plans, we help you understand and carry out your fiduciary responsibilities.

We are pleased to offer well-designed, low-cost retirement plans, including SEP-IRAs, SIMPLE IRAs, 401(k)s, Solo 401(k)s, Roths, and ESOPs.

Succession Planning

Most small businesses end up closing upon retirement of the founder, due to lack of succession planning. Even worse, many founders expect a business sale to fund their retirement.

Succession doesn’t always mean selling your business. You can help prepare key-employees to see your business into the future.

Tax Planning

The reality is that business owners have more tax planning opportunities than W-2 employees.

It’s important to consider business structure, deduction opportunities, and retirement plan options to generate tax savings in your business. After all, the old adage is true – it’s not what you make, but what you KEEP that matters.

What’s next for you?

We help you plan that too!