Small Business Solutions

You work hard to build your business. And as you know, success often brings bigger challenges. Whether you are in the start-up, growth, maturity, or transfer phase of your business, there are several common challenges business owners may face that could present certain concerns such as:

  • Not putting yourself and your family first on your list of priorities
  • Not knowing how much your business is really worth
  • Failing to plan for possible situations that could take you, or a key employee, out of the picture
  • Being too focused keeping the company running to plan for the future

Preservation Financial can help you develop a financial plan to address these issues, and maybe help you sleep a little better at night.

  • Pension Planning
  • 401(k) Planning
  • Profit Sharing
  • Cash Balance
  • Defined Benefit
  • Family Meeting Facilitation