Business Planning

Helping to Protect and Build your Business.

What We Offer

Our range of business planning services are designed to give you peace of mind when it comes to the financial well being of your business. With a wide range of services, we’ll help you lock down the financial planning strategies that will be there for you and your employees well into the future. Our goal is to give you the sense of security you need to focus on running your business and making your employees happy.

The business planning process brings together all aspects of planning into a coherent, unified process. We’ll help to ensure that your plans are fully comprehensive, well focused, resilient, practical and cost effective.

Tax Planning

tax planning

Tax Planning

Your business taxes should not be a headache. Our comprehensive approach to tax planning ensures that your company is structured to save you money when it comes to taxes. We’ll work with you on a range of issues from ensuring that your HoldCo is tax efficient to making sure that you’re managing your business wealth transfers as efficiently as possible.

Succession Planning

succession planning

Succession Planning

We know you’ve worked hard to build your business and want to see it succeed. Whether you’re selling or transitioning your business to family, we’ll work with you to ensure that the transition is set up for success. Our succession planning will ensure that you have key employees in the right place and the right path set out to maximize the value of your business.

Pension Consulting

insurance

Pension Consulting

Balancing what’s best for your employees and what’s best for your business is critical when it comes to managing your pension program. As a business owner, you need to know how your pension program is functioning. As a leader, you need to make sure that your team members are informed enough to make the right decisions regarding their retirement options.

Wealth Building

welath building

Wealth Building

Your business should work for you. Together, we can determine if you’re maximizing the investment opportunities available to business owners and make sure you’re on the right track. Establishing an effective plan to build wealth can be complex; we’re here to help.

Key Person Insurance

business planning

Key Person Insurance

Does your business depend on a key employee or employees? If so, your business can suffer if that person is injured, dies, or leaves your business for any other reason. You need to have a plan and the funds to ensure that your business will function while you work to find a replacement.

Risk Management

risk management business plan

Risk Management

Risk is everywhere in business. Our goal is to relieve some of the pressure and help you manage the financial risks that are inherent to your operation. Are you prepared for unexpected scenarios such as prolonged absence from your business? We’ll make sure you’re prepared and your business is ready to face any of life’s challenges.