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Are you ready to take control of your financial future? Contact us today to schedule a confidential, no-obligation consultation and take the first step toward achieving your goals.
5018 Sawyer Cove Way
Windermere, FL 34786
Experience the confidence that comes with having a well-constructed business plan tailored for your individual business needs.
As an entrepreneur or small business owner, you’ve invested significant time and equity in your business. We appreciate this investment and help optimize your efforts by offering a wide range of coaching and consulting support. From a simple business plan review, to a succession plan, to a comprehensive employee benefit package and retirement plan design, we provide you with the confidence of knowing your business is positioned for success.
- Business plan review
A quality plan is vital to helping you launch your business and provides you with credibility when meeting with banks and investors. However, after working tirelessly to create a business plan and having a personal attachment, it can be difficult to maintain a critical eye. That’s why we provide objective feedback, highlight potential challenges you may face and identify opportunities to strengthen your plan.
Experience the confidence that comes with having a well-constructed business plan tailored for your individual business needs.
As an entrepreneur or small business owner, you’ve invested significant time and equity in your business. We appreciate this investment and help optimize your efforts by offering a wide range of coaching and consulting support. From a simple business plan review, to a succession plan, to a comprehensive employee benefit package and retirement plan design, we provide you with the confidence of knowing your business is positioned for success.
- Business plan review
A quality plan is vital to helping you launch your business and provides you with credibility when meeting with banks and investors. However, after working tirelessly to create a business plan and having a personal attachment, it can be difficult to maintain a critical eye. That’s why we provide objective feedback, highlight potential challenges you may face and identify opportunities to strengthen your plan.
- Succession planning
Many business owners do not have a succession plan or exit strategy in place, a significant oversight considering the size of their investment. This is understandable given the numerous challenges they face, such as driving growth and sales, ensuring customer and employee retention, and responding to market and economic conditions. However, it’s important to have a plan to ensure a smooth transition of ownership should you decide to retire, sell the business or pass it down to a family member. Not only is a succession plan essential for protecting your interests, it also provides employees and customers with security and peace of mind.
We can elevate your business with succession planning services tailored to your specific needs. Business transfer techniques include:
- Buy-sell agreements
- Family limited partnerships
- Installment sales
- Recapitalization
- Private annuities
- Gift and sale-leasebacks
- Bargain sales
- Succession planning
Many business owners do not have a succession plan or exit strategy in place, a significant oversight considering the size of their investment. This is understandable given the numerous challenges they face, such as driving growth and sales, ensuring customer and employee retention, and responding to market and economic conditions. However, it’s important to have a plan to ensure a smooth transition of ownership should you decide to retire, sell the business or pass it down to a family member. Not only is a succession plan essential for protecting your interests, it also provides employees and customers with security and peace of mind.
We can elevate your business with succession planning services tailored to your specific needs. Business transfer techniques include:
- Buy-sell agreements
- Family limited partnerships
- Installment sales
- Recapitalization
- Private annuities
- Gift and sale-leasebacks
- Bargain sales
Employee benefits and retirement planning – Employees represent the foundation of every business, playing integral roles in daily and long-term successes. Providing your employees with an extensive benefit package can increase employee retention and foster a more productive workplace. Establishing a retirement plan can provide tax deductions for your business and tax-deferred growth for both you and your employees. We help you design and implement benefit solutions and retirement plans to strengthen your business and support your employees long into the future.
Experience the confidence that comes with having a well-constructed business plan tailored for your individual business needs.
“All dreams can come true, if we have the courage to pursue them.”
Walt Disney
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