Business Planning

Business Planning

As a dedicated business owner, you've dedicated years to transforming your dream into a profitable business. However, have you considered the financial future of your company? For most entrepreneurs, the thought of their business thriving with their presence is easier to accept. Yet, planning for this inevitability is crucial for ensuring the business's value is maximized, and there's a seamless transition when the time comes. Our firm specializes in preparing businesses for such changes. We cover everything from business valuation and crafting buy-sell agreements to succession and exit strategy planning. Our experts will guide you through the various options and assist in devising a plan that is both tax-efficient and financially beneficial.

With our financial planning solutions, you can maximize your business's value and safeguard this vital asset. Please contact us for more information or to schedule a complimentary consultation.

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Only Startups Need It
A Plan Is Just for Investors
It's a One-Time Task
Only Large Businesses Benefit
Planning Guarantees Success

Only Startups Need It

Myth

Only startups need business planning.

Fact

Ongoing business planning is essential for all businesses to adapt to changes and ensure sustained growth.

A Plan Is Just for Investors

Myth

A business plan is only necessary to attract investors.

Fact

A business plan provides direction, sets goals, and helps manage resources effectively for internal management as well.

It's a One-Time Task

Myth

Business planning is a one-time task.

Fact

Effective business planning is an ongoing process that requires regular updates and revisions to stay relevant.

Only Large Businesses Benefit

Myth

Only large businesses benefit from business planning.

Fact

Small businesses gain significant advantages from business planning, including clearer direction and better decision-making.

Planning Guarantees Success

Myth

Having a business plan guarantees success.

Fact

While a business plan improves the chances of success, it must be executed well and adapted to changing circumstances.

Adult Day Care Coverage

Risk Factors

You may have to pay them for their services from your pocket if you hire a caregiver.

Solution

Policies may cover community care, which usually means adult day care, so you don’t need to pay them all by yourself.

Modifications to House Coverage

Risk Factors

You may need to build a wheelchair ramp for one of your family members because of their medical conditions.

Solution

Some policies may even pay benefits to family members who act as caregivers or cover home modifications, such as adding wheelchair ramps or installing safety devices.
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Ready to optimize your finances? 
Apply now or request a quote for tailored accounting solutions today!

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Founded on the principle that every small business owner deserves efficient accounting solutions, We are dedicated to saving time, minimizing taxes, and simplifying life.

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4160 Southeast International Way, Suite D105
Milwaukie, OR 97222

(503) 344-3850

support@savvytaxchick.com
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