ESTABLISHED BUSINESS PLANNING
Consulting That Will Bring Results To Your Established Business
Effective Consulting
RISK MANAGEMENT
• Entity Structure
• Buy/Sell Agreement Funding
• Cash Flow Analysis
• Key Info & Legal Inventory plus Coordination with Outside
Professionals (Accountant, Attorney)
• Risk Analysis
• Insurance Inventory
• Executive Summary w/ Objectives
• Liquidity Planning
• Financial Position Review
• Insurance Planning
Effective Consulting
KEY OBJECTIVES & GROWTH PLANNING
• Qualitative & Quantitative
Goal Planning
• Board of Advisors
• Goal Planning
• Written Road Map with Actionable Plans
• Cash, Capital & Debt Management
• Probability Analysis with Goal Adjustments
• Tax & Risk Diversification
• Business Transition Planning
• Key Employee Retention & Comp Strategies
Effective Consulting
LEGACY PLANNING
• Estate Planning
• Lifetime Income Plan
• Identity Protection Plan
• Health Insurance Cost Strategies
Effective Consulting
TAX PLANNING
• Adjusted Gross Income Tax Strategies
• Income Tax Planning
• Coordination with Tax Professionals
Effective Consulting
EXIT STRATEGY PLAN
• Written Exit Strategy
GROW
YOUR VISION
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