CONNECT

Address:

2021 Las Positas Court Suite 165
Livemore, CA 94551

Phone:

925-447-0904

Fax/Other:

925-215-2386

Business Owners

FINANCIAL PLANNING FOR BUSINESS OWNERS

Small business owners have unique risks and opportunities. For many, maintaining a positive cash flow and a stable balance sheet can be an ongoing battle that consumes virtually all of their time. Often the more financial success you have the more time it takes to manage it. 

Retirement often seems like a distant speck on the horizon. We can help you plan for your financial future. By evaluating financial statements and cash flow we can assist in identifying strengths and weaknesses in your business.  Increasing cash flow can lead to your ability to save more which ultimately leads to a more secure retirement.

Death; Disability; Divorce or Departure of a key employee or owner can mean a sudden end to a successful business.  Implementing a plan now that addresses these issues can be paramount to the future viability of the business.  We guide our clients through a risk identification process and provide education on strategies to protect the business for their families, employees, and future generations.  
 
Many business owners also realize a retirement goal means selling their business. Business Succession Planning includes identifying the next generation of management; retaining key employees; when and how to transfer the business; and how to minimize the impact of taxes on the transfer. We work closely with business attorneys and tax preparers to ensure that the most efficient solutions are implemented.

 

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Check the background of this financial professional on FINRA's BrokerCheck