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  3. Business Financial Planning

Business Financial Planning

Business owners are so busy being successful that they have little or no time to look at those things that impact their own finances.

We all have a plan…..either by DESIGN or by default…and having worked with thousands of businesses over the years, we find that most owners have five concerns in common:

  1. How do I increase cash flow?
  2. If cash flow is good, then taxes become an issue
  3. How do I get full value out of my business if I retire, pass away or become disabled and cannot work any longer?
  4. How do I reward and retain my key, critical and most valuable employees so they stay with me for the long haul?
  5. How do I build personal net worth?

Our advisors look over your situation and explore the potential options and strategies available to help you build personal net worth using business dollars in the most tax efficient way possible.

 

The Business Life Cycle

Knowing where your business is on timelines, dictates objectives, needs and strategies

 

Business Cash Flow Planning

Your business cash flow dictates how you plan for your business’ future.

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  •   3150 Crow Canyon Place, Suite 200,
    San Ramon, California 94583
  •   Los Angeles
  •   New York
  •   Tel: 925-277-2600
  •   info@dwassociates.com
  •   Toll Free: 800-548-2671

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Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and David White and Associates are not affiliated. Additional products and services may be available through your Investment Advisor Representative through David White and Associates that are not offered through AIC. Securities products are limited to residents of states in which your Investment Advisory Representative is licensed. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Investment Advisory Representative. Read it carefully before you invest or send money. An Investment Advisor Representative from David White and Associates will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

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