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Business Plan

ESTABLISHED BUSINESS PLANNING

Consulting That Will Bring Results To Your Established Business 

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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 

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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 

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LEGACY PLANNING

• Estate Planning

• Lifetime Income Plan 

• Identity Protection Plan 

• Health Insurance Cost Strategies 

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TAX PLANNING

• Adjusted Gross Income Tax Strategies 

• Income Tax Planning 

• Coordination with Tax Professionals 

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EXIT STRATEGY PLAN

• Written Exit Strategy 

GROW
YOUR VISION

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