Your Business | Custom Financial Design

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    Business planning focuses on financial issues specific to business owners and stakeholders.

    Business decisions can impact not only the business itself but may also influence the business owner’s overall financial well-being. Although you may be extremely capable of running your business, you may lack the knowledge of financial strategies and nuances that can maximize the stability, continuity, and profitability of your business.

    Business planning and personal financial planning are often intertwined. We also look at benefits packages, key employee insurance, and valuation. Business planning is a critical component of wealth management, and a sophisticated plan for your business will be well-coordinated with your overall plans for taxation, investments, insurance, estate, and retirement planning.

    The financial success of your business has an immediate impact on the economic security of your family.

    Good planning focuses on financial issues specific to business owners, their families, and shareholders. Without proper planning, all of your efforts may not work to your benefit—you may have difficulty tapping the value of your business to support your retirement, or your family may lose the value of your business at your death.

    The business and personal financial planning process coordinates the management of your business throughout its lifecycle. Business development can be divided into four different kinds of planning:

    1. Operations planning
    2. Risk management planning
    3. Executive planning
    4. Succession planning

    Rebecca comes from small business families and intimately understands the importance of planning for business owners like you.

    Custom Financial Design does not provide business valuation, tax or legal services.   Please consult an attorney or tax professional for your specific situation.