It’s never too early—nor is it ever too late—to adequately plan for the financial future of your business. In order to ensure the longevity of your business and its future after your retirement requires professional financial advice from a firm that not only understand business but understands you.

Each business is individually analyzed to determine current financial practices in place and where areas can be optimized to save costs and maximize profits – without sacrificing your business’s values. From there, the analysis will provide insight into what your short- and long-term goals should be as well as a plan to reaching those financial goals.

With the mindset of securing your business and your own financial standing, our financial planning advice and execution entails the following financial services:

Accurate Revenue and Expense Summaries
  • Current financial review

  • Asset allocation planning and restructuring

  • Investment advice

  • Tax planning and document preparation

  • Optimizing possible tax breaks

  • Cash flow management

  • Business succession

  • Retirement planning

  • Entrepreneur personal financial planning overlap

  • Attract and propose investors

  • Stock option planning

  • Risk management

  • Disaster planning/business continuation

Reaching Out For Professional Financial Advice

Entrepreneurs, business owners, and executives all have one thing in common—the desire to keep their business going. The best way to do this is to appropriately address the financial needs of your business. From the launch of your business and the initial development stages to the growth and expansion of your business and to your days of retirement and business succession, 3 Leaf Financial can be with you every step of the way or at any stage along the way.