About this service

At the heart of our Strategic Business Planning services is a deep understanding of you and your unique business needs. We offer three specialized services designed to safeguard your business’s future and enhance operational efficiency:

What is included?

• Retirement Planning: By understanding your long-term financial goals, we develop and implement tailored retirement strategies. Our services include setting up and managing SIMPLE IRAs, SEPs, Defined Contribution & Defined Benefit Plans, Cash Balance Plans, Profit Sharing, and Deferred Compensation Plans.

  • To ensure ongoing compliance and minimize the legal complexities and paperwork, we partner with top-tier Third-Party Administrators (TPAs) and Recordkeepers. This collaboration enhances the robustness of your retirement planning, securing your financial future with expert precision.

    
    

• Succession Planning: We recognize the importance of your business’s legacy. Our succession planning strategies are crafted to smoothly transition your business, whether it's to the next generation, a new owner, or in preparation for sale. We address critical elements like key man risk that can impact the perceived value, ensuring a transition that aligns with your vision.

  
  

• Cash Management: Understanding your business's operational needs allows us to optimize your cash flows effectively. Our cash management services are designed to enhance financial efficiency and reduce operating costs, maximizing your resources to support sustained growth and profitability.