Harrison Financial
Financial Consulting: Business Planning
Our business planning services look at the entire financial situation of your business. Below is a list of topics that we may cover during the process.
Risk management for closely held businesses
Risk analysis in a closely held business
Personnel exposures
Workers' compensation and Employers' Liability
Key employee risk
Valuing key employees
Key employee life insurance
Key employee disability income insurance
Business continuation
Business continuation strategies at the death of owner
Estate preservation planning after the death of the owner
Financial wellness
Workplace financial wellness
Employer-sponsored seminars
Employee benefits review
Compensation planning
Review of compensation structure and cash bonus strategies and arrangements
Deferred compensation plans
Life insurance in the compensation plan
Compensation planning for business owner and nonowner-employee
Disability of business owner or professional
Disability buy-sell agreements
Salary continuation
Unincorporated business
S Corporations
Business overhead expense strategies
Business transfer
Informal business valuation
Proprietorship buy-sell agreements
Partnership buy-sell agreements
Funding alternatives for the buy-sell agreement
LLC buy-sell agreement
Financial health/management
Cash reserves strategies
Debt management
Cash flow management
Business formation review
The subject matter in this communication is provided with the understanding that Principal® is not rendering legal, accounting, or tax advice. You should consult with appropriate counsel, and other advisors on all matters pertaining to legal, tax, or accounting obligations and requirements.
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You tell us how you'd like to move forward. We'll help you kick-start your plan.