Small Business Planning

Corporate Services to Fit Your Business Needs

Consulting a financial professional can be beneficial, no matter how new or well-established your business is. In fact, the earlier you seek financial advice, the more this advice might help your business as it grows. We can help you navigate the unique challenges of investing as a small business owner.

Our business planning services include, but are not limited to:
• Stock-based compensation decision assistance regarding restricted stock, stock options, and stock purchase plans
• Maximizing retirement contributions for yourself as a business owner
• Provide a tangible benefit to your employees that can help you recruit in a competitive and tight employment market
• Reduce current tax liability for yourself
• Help determine and design the plan to fit you and your company: 401k, SEP IRA, SIMPLE IRA, or Cash Balance Plan

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Business Planning Resources

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession structure sooner rather than later...

A Small-Business Owner's Best Friend

The earlier you seek financial advice, the more this advice might help your business as it grows. A financial professional could be your ally as a small-business owner.

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Is a SEP-IRA Right for Your Business?

A SEP-IRA can be established by sole proprietors, partnerships, and corporations, including S corporations.

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