Key Areas of Financial Concern for Business Owners

We have developed a series of areas that we believe will truly help you as a business owner. Choose the areas that interest you and join us! 

Know Your Current Situation

  • Determine the value of your business.
  • Create current balance sheet and income statements.
  • Provide appropriate financial ratios.

Take Care of Employees

  • Create a process for hiring and evaluating.
  • Provide incentives to increase loyalty and retention.
  • Evaluate retirement saving plans and employee benefits.

Business Structure

  • Analyze your legal entity for:

Maximum protection against liabilities.

Effectively manage income and minimize taxes.

  • Documentation for corporate resolutions, annual meetings, etc.

Strategic Vision & Administration

  • Formulate business vision, mission and guiding principals.
  • Create a written business plan.
  • Set and monitor cash flow (budgeting).
  • Evaluate, educate and improve upon accounting and bookkeeping processes.


  • Provide protection against death, disability of owners.
  • Provide protection against death, disability and departure of key employees.
  • Plan a strategy for the business to provide retirement income.

Have Adequate Protection

  • Worker’s Compensation.
  • Commercial liability.
  • Protection against loss or theft of hard business assets.
  • Life insurance on owners and key employees.
  • Disability insurance for owners and key employees.