top of page

We’re Experts at Financial Planning & Analysis

The goal of business financial planning at any company is to advise company decision-makers on how to achieve revenue and growth goals through strategic planning. We do this by analyzing, synthesizing and translating data and using this information to help CEO, CFO, COO, and other C-suite management make better decisions about your company’s future.

If you've been in business for a while, you could be coasting along, stuck in the routine of payroll, taxes, and worrying about cash flow. Sure, you're probably earning a good living, but maybe you’ve been wondering if there's any way you could become even more profitable--without making too many changes to your business practices.

Conference Room
Financial Planning For Businesses: About

Finance the Cost of Insurance With Little Or No Cash Outlay

If your financial plan or objective requires the purchase of a large amount of life insurance, but your cash flow is currently funding other investments, watch this short video to learn how you can finance the cost of that insurance with little or no cash outlay using Premium Financing.

Financial Planning For Businesses: Video

The Best Business Decision You’ll Ever Make

Premium Financing has been available for over 50 years, but was primarily used for the ultra-wealthy as a way to pay estate taxes with no money out-of-pocket. 

For example: $100 million estate x 40% = $40 million due at death to pay federal estate taxes. (Current Federal Estate Tax exemption not included.)

Today, we call it “Structured Premium Financing”, because we’re able to use the same chassis for paying estate taxes with little to no money out-of-pocket, and use it for other financial needs, such as: 

  • Key Person Policies,

  • Buy/Sell Agreements,

  • Debt Reduction,

  • Annual Contributions to non-profit organizations, churches or universities with little to no money out-of-pocket for the donor, 

  • Tax-Free Income Replacement,

as well as Employee Retention for companies, corporations and universities who want to recruit and retain the BEST people in their industry.

If you're ready to take the next step and regain your competitive edge, we can help.

Simply schedule a phone consultation and one of our financial analysts will be in touch soon.

Financial Planning For Businesses: Text

Business Tax Accountant Services

Financial Planning For Businesses: Text

If you run a successful business, you already understand how important it is to work with an accounting firm that understands how your company operates. What you might not realize is that when you add an accountant with expertise in financial planning and analysis to the team it allows you to take your business to another level.

Here’s what we do for you:

  • Financial reporting and analysis

  • Identify company-wide trends and variations in your business financials

  • Use historical performance data to forecast future performance

  • Profitability analysis

  • Develop and maintain strategic plans in support of growth

  • Business modeling

  • Budgeting and financial forecasting

  • Sales, marketing and economic analysis

  • Company performance management (developing key performance metrics and benchmarking)

    To speak to our Business Tax and Accounting Services Department:
    Call :1(855) 838-3382

Financial Planning For Businesses: Text
bottom of page