Business Planning
Our small business services centers around B.O.L.D (Business Owner Lifestage Design) to improve business processes and stream line business owners estate planning process.
TAKE THE BOLD STEPS | TO ADVANCE YOUR BUSINESS
As a business owner, you face a great deal of financial decisions. In addition to taxes, retirement and estate planning, you must also worry about providing retirement benefits to your firm’s employees, retaining your key people or preparing for their loss, and preparing for the day you will hand over the reins to someone else. This sheer number of decisions and their complexity can paralyze a business owner. However, ignoring these issues won’t make them go away. You need answers to questions that are critical in the decision-making process.
Business Owner Life-stage Design
BOLD helps you answer these questions and develop strategies to address the key financial decisions you and your business face.
• Where do I start?
• Do I handle all of these concerns at the same time?
• Do I handle the personal concerns first, then business concerns?
• Is there a roadmap?