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Business Advisory Services

Business Advisory Services through CFG Legacy Planners

You’ve achieved the American dream, owning your own business and forging your path to provide for your family, your future.  But are you ready for what's next?  Our business advisory services can help enable your continued success in the next chapters of your business, your life and your legacy.

If you are like most business owners, a majority of your wealth is tied up in your business. This puts you in a different position than others that have pensions or more liquid assets such as a 401(k).  Are you relying on the proceeds from the business to support your retirement?  Are you aware of your business's value and the tax consequences of a transition?   We can help.  Our expertise is in coordinating your business and personal planning details and providing order to the process - maximizing your business value, providing insight on the transition process and helping you meet personal income and legacy goals throughout your life. 

Our Focus

We take the time to get to know you and your business.  Your challenges and goals are our focus.

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Our Approach

Our deliberate and comprehensive approach ensures the most effective solutions are offered. 

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How We Can Help

Each client presents a unique situation so we tailor our services and strategies for you.

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Top 10 Reasons for Business Valuation

  1. Better understand Your Business and its potential
  2. Know the value of your largest asset so you can plan for Retirement
  3. Ensure the business and your family are Properly Protected
  4. Create a Succession Plan
  5. Pay the right amount when you Buy a business
  6. Get what it is worth at Sale
  7. Create Buy/Sell Agreements with business partners
  8. Explore Funding Opportunities
  9. Establish a Trust or create an Estate Plan
  10. Prepare for Taxable Events such as gifting or grants

8 Key Drivers of Company Value

Did you realize that there are eight key drivers of  business value?  Each one of which is statistically proven to be important to buyers.

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Our Business Advisory Services Include:

  • Business Value Enhancement Strategies 
  • Informal Business Valuations
  • Formal Business Valuations*
  • Business Exit/Transition Assistance
  • Business/Commercial Debt Review
  • Buy/Sell Agreements
  • Corporate Retirement Plans
  • Cross Purchase Plans
  • Key Man Insurance Strategies
  • Employee Benefits Analysis
  • Money Purchase Plans
  • Profit Sharing Plans
  • Defined Benefit Plans
  • Deferred Compensation Plans
  • Self-Employed Retirement Plans
  • 401(k) Plans
  • 403(b) Plans
  • Simple IRA and 401(k) Plans
  • Section 529 Payroll Deduction Plans

(Hourly or fixed rate for services offered through Cornerstone Financial Group)

* Available through our affiliates

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (641) 782-5577