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Business Planning

Just like with our individual clients, we tailor our objectives to be in line with the pursuit of your business. Whether your business needs help setting up or managing your employees’ retirement plans, 401Ks, pension plans, or you’re self-employed and want to set up a SEP IRA, we have the tools and support designed with the goal of maximizing your impact on your organization. 

  • Have a business with fewer than 100 employees? Consider a SIMPLE IRA.
  • Have a small office with some highly compensated owners? Consider a Defined Benefit plan.
  • Are you self-employed and looking to maximize retirement contributions? Consider a Solo-401(k).

We have resources available to assist with:

  • Business Valuation
  • Business lending
  • Marketing Services
  • Benefit and Compensation Planning
  • Tax reporting and management

Want to consider investment options designed with the goal of taking your business to the next level or find a good exit point? [email protected]

There is no assurance that the techniques mentioned are suitable for all investors or will yield positive outcomes.