Tailored, one-on-one financial plan development.

Every business owner needs objective, prepared, and experienced partners helping them envision and plan for the future. We are experts you can trust in this arena.

As a business owner, you recognize that being your own boss certainly has its perks. At the same time, it’s a huge financial responsibility. That means it’s critical to have a solid financial plan. As business owners ourselves with decades of expertise in the corporate arena, we serve as your coach and sounding board. Fortune Financial deploys our knowledge to make sure you’re making the right decisions along the way.

At Fortune Financial we understand how inextricably linked your business and personal finances are. We’ll work with you one-on-one to develop a comprehensive financial plan tailored to what you want your money to do for your business — and for you.

Our Services

Business Consulting

Growth strategies

Business debt management and cash flows

Optimizing business valuation in advance of sale

Executive & management retention strategies

Tax Planning Strategies

Business tax planning

Effective design of employee incentive programs

Business Succession and Exit Strategies

Buy-sell and transfer agreements

Business valuation consulting services

Wealth transfer and tax strategies on sale of business

Distribution strategies on business income

Gap Analysis

Life, disability, key person and other insurance needs assessment

And so much more! Contact us today to schedule your appointment.

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