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Business Planning

Plan for Long-Term Success and Business Growth

Businesses don’t succeed based on chance. Ensuring your business’s long-term success and growth requires careful planning—from general financial planning to succession strategies and more. At Bull & Bear Wealth Management, we provide the ongoing support and business expertise your company needs to continue growing and thriving. 

While we’re financial planning experts, we’ve also been in your shoes; we’ve run businesses before, and we understand the unique needs and concerns of a small-business owner. We can help you address the short-term and long-term financial concerns for your company, and create a plan of action that protects your business for the future.

Professional Financial Planning for Businesses

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.

Planning for Business Exit and Succession

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.

Establishing Employer-Sponsored Retirement Programs

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.

Contact Us

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (602) 284-0908