Business and Financial Planning

Our qualified professionals have a wealth of experience in providing business and financial planning in a wide variety of areas.  We will examine your particular circumstances and needs and provide detailed and practical advice to help achieve the desired outcome.

Some areas where we have helped our clients:

• Business and personal budgeting & forecasting
• Assistance with bank financing
• Retirement income planning
• Review of insurance needs (in conjunction with your insurance broker)
• Income and tax strategies for investment portfolios (in conjunction with your investment advisor)
• Cost / Benefit analysis for new equipment purchases or product line expansion/changes
• Lease vs buy decisions for equipment
• New business start-up
• Business exit strategies (sale, windup)