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Business Planning

We assist you with everything from cashflow needs to maximizing your retirement benefits. We also help you set up attractive employee benefits and retirement plans, make sure you have sufficient insurance and financing in place, and plan for your eventual succession.

Business Planning

We assist you with everything from cashflow needs to maximizing your retirement benefits. We also help you set up attractive employee benefits and retirement plans, make sure you have sufficient insurance and financing in place, and plan for your eventual succession.

Leverage what’s available to you as a business owner

Valuable Business Advice

If you own your own business, your personal and professional financials are likely intertwined. It’s critical to understand the implications of combined assets, as well as the right financial options for you and your employees.

How we can help

Think of us as your extended CFO. Our broad-based team has experience in all aspects of company finance, including accounting, tax and financial planning. Our Business Planning services include:

  • Cash flow analysis and cash management. Cash flow is a key indicator of financial health. We ensure that you have the right balance of inflow and outflow.
  • Retirement plan analysis. We can help you understand the requirements under local employment laws, and ensure you have the right retirement plans in place for your employees.
  • Employee benefits planning. Benefits can make your business stand out as an employer of choice. We can ensure that your offerings are competitive and cost-effective.
  • Succession planning. The future viability of your business is a major factor with lenders and investors. We consult on the right succession plan for peace of mind including intra-family and other business transfer techniques.
  • Financing strategies. When you’re ready to grow, we can work to help you find the money.
  • Business use of insurance analysis. We’ll review existing plans to ensure they fit your needs. If you don’t have certain types of insurance, we will advise which plans make the best sense for your business.

How can we help?

Drop us a line If you have questions about your retirement, investments, education planning, or anything else regarding your financial health and happiness.