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Small Business Planning

We routinely work with small business owners on a consultative basis. We consult on areas that include cash flow analysis, personal and business insurance needs, retirement plans, and increasing business valuations. We work with the business owner to better align his/her personal goals with their business goals. We also help the business owner formulate and navigate an exit strategy that helps secure them a comfortable retirement.

These services are charged on an annual percent of gross revenue. This is typically 0.5%.