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Business Owners

At Old Castle Financial Advisors, we understand what it takes to establish, nurture, and protect a successful business. With so much focus on the day-to-day, it's easy to overlook important planning issues that can help ensure long-term success. A financial professional working with your current advisors can help you build solid strategies to protect your business from costly mistakes.

Your business is something you’ve put your heart and soul into, and the result of that effort should be your successful retirement and the assurance that even without you, your business will continue to grow and prosper. That will only happen with a plan.

There are many important questions to consider when it comes to planning for your business. Would your family have enough income if you stopped working? Are you worried about losing key employees? You may not have all the answers now, but a good plan is one with flexibility, that will evolve to your changing needs as you move closer to retirement. Keeping your goals in mind, let’s start building on some core objectives.

As a successful business owner, you have a lot to balance. Even though you’re busy handling the day to-day activities, the future of your business still needs to be addressed — and the decisions you make now will prove vitally important to its financial health and longevity. While every business is different, most small business owners typically have four main objectives at the core of their planning needs:

  • Protect assets
  • Build wealth
  • Create income
  • Manage taxes

Sound about right? Moving forward with these goals in mind, we can help you create customized solutions designed to manage risk, create attractive benefits for key employees, and prepare for your retirement and the succession of your business.

Whether you just started a company, are preparing to sell your firm, or are seeking employee benefits to reward and retain your key talent, we can help you and your business in every way and we will ensure the ultimate transition is as seamless as possible.

1 ¹ What’s Your Business Worth, ©Michael M. Carter, Daniel Priestly, Scott Gabehart, 2016

98% of business owners don’t know what their business is worth. Yet, 90% are planning on business proceeds to fund retirement! Are you one of them?1

We are committed to help you maximize the potential of your business by identifying opportunities with our business valuation plan. Click here to learn more about your complementary business valuation

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