Business Planning Services

Maximize Business Value & Retain Quality Employees

To run a business properly, you need to have knowledge in several key areas—financial planning, accounting, law, taxation, insurance, and investment management just to name a few. Therefore, a wise business owner surrounds himself or herself with the talented and experienced people it takes to make a business survive, grow, and prosper.

As a small business, we understand the complexities of “wearing multiple hats” to run your business. As such, we have developed a consulting program specifically for business owners to help manage cash flow, plan for retirement, or develop an exit & succession strategy that helps you get the best value.

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Your Financial Quarterback

Build your financial team with a CPA, Bookkeeper, Attorney, Consultant, and Simonet Wealth Management. We utilize cutting edge technology and proven, research based strategies to help your business value grow. In addition, we can collaborate with your outside advisors- keeping everyone on the same page. Your financial team can focus on the numbers so you can focus on what you do best—run your business.

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Retain Top Talent

From corporate owned life insurance to nonqualified deferred compensation plans, studies have shown that a competitive benefits package can attract top tier employees. In addition, your benefits package can be structured to incentivize quality employees & executives to stay with your company. We can help you build the right package for your business.

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Plan for Succession

What is your exit strategy? More than 80% of family businesses never succeed to the third generation. Make sure your business is in the minority. A business succession strategy makes your business marketable and helps to create a legacy. We can help you build the right plan for your business and your family.

Business Planning Areas