Financial and Business Planning

Whether you are embarking on a new business venture or taking your company to a growth stage, our Business Kit has been developed to assist you with the many decisions which you will make.
Information on the following topics are presented in this kit:

  • Choosing a legal entity for your business• Selecting a year-end

  • Business start-up checklists

  • Accounting and record-keeping overview

  • Credit and financing considerations

  • Insurance considerations/Options

  • Choosing a CPA

  • Preparing a business plan

  • Sample tax forms

Business Planning

Summary of Service:

  • Choosing the right type of entity

  • Business valuations

  • Business succession planning

  • Risk management planning

  • Employee incentive programs

  • Tax planning

  • Debt restructurings

  • Cash management planning

  • Employee benefits consulting

  • Pension/retirement planning

Personal Financial Planning

Personal Financial Planning

  • Income tax planning

  • Cash management and budgeting

  • Investment philosophy planning (Asset allocation)

  • Estate planning

  • Personal financial statements

  • Education and income splitting

  • Divorce planning

  • Retirement and financial independence planning