Business Planning

Properly managing your company’s finances is what makes it possible for you to reinvest in your business’s growth. We’ll sit down with you to discuss your business’s finances and find ways to improve cash flow within your company. Our clear, easy-to-follow financial plans are tailored to meet your company’s needs. So whether you’re trying to get your finances back on track, looking to stimulate more rapid growth, or simply trying to get your finances more organized, Bull & Bear Wealth Management can help.

Most people don’t want to work forever. But when you’ve built your own business, retiring can become a lot more complicated. Who will run your business when you retire? How much say will you have in the company when you’re not actively working there anymore? We can help answer these questions and others by creating business exit strategies for every partner in your business. An exit strategy can relieve a lot of stress and avoid a lot of undue conflict when a partner is ready to retire.

But what if a partner passes away? Who assumes their share of the business? Will your family still receive income from your business if you die? We can discuss succession strategies with you and your partners as well, so that your company is protected no matter what may happen.

As an employer, you have a role to play in not only your own retirement plan, but the retirement plans of each of your employees. Employer-sponsored retirement programs are a key offering for businesses that help attract and retain higher-quality employees. But they do come at a cost to the employer.

We have the experience you need to find and compare various retirement programs, select the right one for your business and your workers, and implement that retirement program in the workplace. To learn more about how we can help you establish an employer-sponsored retirement program, give us a call today.