Our business planning services are designed to help you achieve your entrepreneurial goals and build a sustainable enterprise. We work closely with you to understand your unique business vision, industry landscape, and financial objectives, and then develop a comprehensive plan that outlines your strategy, tactics, and milestones.
Our business planning services include:
- Business Structuring: We will assist you in evaluating which business structure (LLC, Partnership, etc.) may be optimal for you to use. We will determine this by analyzing your existing corporate structure, number of employees, financial goals, and more.
- Business Continuity & Succession Planning: Our team is uniquely gifted at helping business owners to create effective written business continuity and succession plans. We will dive deep into the operations and identify key employees of your business to assist in creating a business continuity plan. On the succession planning side, we have helped business owners leave a thriving business legacy without killing the goose who has laid the golden eggs (YOU!). Learn more about our business succession planning here.
- Risk management: We will help you identify and mitigate potential risks that your business could have on your personal assets. We will work with you and other professional advisors on your team to help make sure your assets are protected both in the business and personally as the business owner.
- Treasury Management: We can assist you in identifying investment opportunities with liquidity and greater opportunity to outpace inflation for your business cash. Using a staggered liquidity approach, we can help build a strategy that works best for your business needs.
