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