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.
Business Services
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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