Financial Planning For Small Business Owners

No guarantee or warrantee can be made that any strategy offered, developed, or referenced herein will increase personal wealth or offer positive results.All Investment and Financial Planning strategies are subject to profit and loss.

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Have you ever thought about how the business would survive if you were unable to work for an extended period of time, or if you will have enough savings to live comfortably when you retire?

What about if a key person or partner was to leave or die?

Relying on the sale of your business for retirement is not a comprehensive strategy.

You may not be able to sell when you like or the business may not be worth what you are expecting, especially without you as the operator.

You may be paying too much tax currently, or you may be required to pay Capital Gains Tax (CGT) on the total sale of the business if it is not structured to meet your needs.

Superannuation contributions can also play a role in reducing the amount of tax paid while contributing to your retirement savings.

Discovery and Business Analysis: We embark on a discovery period to fully understand your business and identify areas for financial opportunities.

Evaluate Corporate Structure: We will work with your CPA and attorney and evaluate the effectiveness and benefits of your corporate structure.

Savings in tax payable by increasing contributions each year can have a huge impact on your retirement when you consider the effects of compounding interest over a working life.

Estate planning is a topic a lot of people put off.