We approach business planning from two separate angles:
  1. from the goals and aspirations of the business owner/executives
  2. from the needs and desires of employees

Our goal is to find a perfect balance between the two as we believe that owners/executives all the way down to rank and file employees must be happy, healthy, and motivated in order to reach organizational goals.

The services we provide are tailored to fit each business we work with. A brief outline of our common services provided during business planning include:

  • Business continuation planning
    • buy/sell agreements
    • key person insurance
    • positioning business for sale
    • positioning business for generational transfer
  • Business valuation
  • Cash flow management
    • debt reduction
    • capital expenditure planning
    • proper use of credit or leverage
  • Creating/setting goals and develop strategies to achieving the goals
  • Employee benefits and compensation
  • Marketing initiatives
  • Optimal organizational structure
  • Tax strategies