Business Planning
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A limited liability company. Combines the pass-through taxation of a partnership or sole proprietorship with the limited liability of a corporation.
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Your income is the foundation of your lifestyle, and your business is a key part of it. Consider the potential impact if you or a key employee were unable to show up to work tomorrow. Adequate protection ensures the continuity of your business operations and safeguards your financial foundation. Whether it's insuring key personnel, business assets, or implementing risk management strategies, we specialize in comprehensive business planning to mitigate potential disruptions and protect your livelihood. We understand the importance of proactively addressing uncertainties, allowing you to navigate challenges with confidence and secure the long-term success of your business.
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A financial advisor can assist with aspects such as optimizing cash flow, helping establish tax efficient strategies, executive employee retention benefits, selling the business and so much more.
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Stepping away from your business is a big move, so let's break it down. First off, check out where you stand financially—get your business valued and sort out any outstanding debts. Pick a clear exit plan, whether it's selling, passing it on, merging, or closing shop, and set a doable timeline. Don't forget to surround yourself with a team of professionals and consider who's taking over (if anyone). Look into your personal finances and the tax angle. Keep everyone in the loop—talk to your team, clients, and suppliers. Figure out what happens to employee benefits, and think about whether you want to stay involved after you step back. And of course, you can always chat with a professional on our team to make this transition as smooth as possible. You got this!
It’s no secret, that nothing is stagnant. At Alliance Financial Group, we get that successful businesses need a game plan. Think of us as your partners in strategic business planning. We handle the nitty-gritty—cash flow optimization, tax efficiency, and protection—so you can focus on growing your venture. From kick-off to handing over the reins, we're here to map out a straightforward path for your business.
FOCUS AREAS (pressure points tackle)
✔ Buy-Sell Planning
✔ Executive benefits retention
✔ Exit Planning
✔ Tax strategy
✔ quick guide to business planning
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