Financial Planning for Businesses
Looking at the Big Picture
As a business owner, you’ve worked hard to build not only your personal wealth, but also that of your business. On top of all that, you are juggling multiple priorities — managing business cashflow, increasing after-tax profits, taking care of your employees. Combining the complexity of your business and personal finances, our team can guide you with professional advice to help you navigate and chart a course towards your future objectives.
A Complete Review of Your Business
Our approach takes a comprehensive view across several key areas of your financial wealth plan, with a focus on your current personal and business circumstances.
- Advise on optimal corporate & asset structures — incorporation vs. limited liability vs. family limited partnerships
- Tax strategies to reduce your corporate tax bill
- Business succession planning — selling or transferring your business to the next generation, retirement transition, or death of a key shareholder
- Corporate insurance solutions to protect your financial wealth and your business
Here to Support Your Business
In addition to advising you and helping you grow your wealth plan, we offer services that can help you grow and maintain your business. We help business owners with critical business functions including tax return preparation for their businesses, advising on the legal liabilities of their own business, and setting up employee insurance and savings programs.
No matter what you and your business needs, we can be there to help every step of the way.
Contact us today to discuss how we can help you achieve your financial goals
Schedule a Consultation at your convenience — meet virtually, or in-person.
Email us anytime
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