Buiness Planning On Board
Business Owner Planning
- Business Cash Flow and Budgeting Analyis
- Executive Compensation Strategies
- Tax Planning Analyis
- Business Owner Rik Management
- Business Owner Family Financial Planning
- Business Owner Retirement Plan Analyis
- Employee Benefit Analysis
- Access to Client Portal
- Comprehenive Plan Analysis Report
- Coordination with your Professional (CPA, LAWYER) relationships
- Strategy Implimentation Plan
- 4 Strategy Development meetings
- Quarterly Strategy Implimentation Meetings
- Priority Access to your Planning Team
Optional Business Valuation Services
If you are within 3 years of exiting your business or you would just like to know what your business is valued on the open market you may elect to add Business valuation to the On-boarding fee. If you elect to add this optional service you plan will include the following:
- Everything listed in the business planning on-boarding fee. PLUS
- Professional Business Valuation by the Advanced Planning Team with Guardian, Park Avenue Securities and Orion
- Business Valuation Report
- Operational and Risk Review
- Buy-Sell Analysis
- Buy Sell Agreement Funding Analysis
- Business Sale Tax Planning
- Coordination with your professional (CPA, Lawyer, Banker) team
- Access to EMoney Client Portal
- Formal Exit Report
- up to 6 exit strategy meetings