About

Business Financial Planning

Your business is personal. And for most owners, the business is their greatest asset—we get that. And, we embrace the commitment, energy and risk that owners invest to create and build an organization, grow jobs and create a legacy.

What are you doing to protect all of that?

Asking this question is our job. Many owners of closely-held businesses need a strategic advisory outfit to help them solve challenges like planning for business transitionyou don’t have to give up control. Or, how to retain key employees and grow business value.

Here are some of the business financial planning services Fedeli Advisors provides:

Business Valuations. Is your business growing fast enough? What’s it worth? And, how can you elevate your value to leverage opportunities? Whether that’s increasing organic growth or positioning your business for acquisition. It starts with knowing where you stand today by a thorough, accurate business valuation.

Succession Planning. You owe it to your people to plan ahead—that means putting a strategy in place to be sure the business can run without you at the helm. Secure your future, and theirs, with a solid succession plan.

Key Employee Retention. They helped you build this legacy. How will you hold on to the people who matter most to your organization?

Executive Benefits. Create attractive benefits packages and help your executives safeguard and grow their income, knowing that your plans are compliant with laws and regulations.

Let’s Talk.

Contact us today!