Business Planning

Planning Services for Closely Held Businesses

While Family Legacy doesn’t provide financial planning to all businesses, we take a special interest in closely held businesses and the unique challenge and opportunities they present. When your family relies on your business, we know the stakes are higher, and the financial planning more intricate. Our experience working with other businesses benefits you: we know the challenges, questions, planning and strategies needed to keep a business – and its owner(s) – protected and growing.

We offer business consulting, including business valuation, cash flow and liquidity analysis, and debt management. We also have experienced accountants who can consult on taxes, prepare and file tax forms and do bookkeeping. We’ve worked with companies of various sizes to find appropriate business retirement plans for their owners and employees and can help educate employees on the use and benefits of these plans.

We can also help families plan for the succession of their business and its continuity. There are numerous tactics and ways to accomplish this without causing loss of your customer service. Should you use a buy/sell agreement, an ESOP, or is the next generation ready? We can discuss and help you evaluate the best options for you and your business, and take steps to maximize the value prior to your transition.

If you’re looking for hands-on, thoughtful planning services for your business, please contact Family Legacy today. Since 1995, we’ve been helping closely held businesses succeed.

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services

Family Legacy takes a holistic approach to financial management, advising clients on various aspects of wealth, business and estate planning.

 

multi-family office

Managing estates, trusts and generations.

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multi-family office

Managing estates, trusts and generations.

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widowed or divorced?

Financial planning when life shifts.

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widowed or divorced?

Financial planning when life shifts.

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Invest for What Matters

"Sound planning and prudent living allow for a freedom of expression and a profound depth of relationship with family and friends. We seek to help all of our clients live in a space of abundance. In a word, most people eventually come to the understanding that financial independence provides them with freedom."

-- Christopher A. Brown, CPA, PFS, CEPA, CFP

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Our advisors and accountants are ready to talk with you about your plans and goals. How can we help you create, preserve and pass on your legacy?

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