Financial Planning for Your Family Business

Small business planningFinancial planning for your family business is one of the most proactive steps you can take for your company and your family. Successful family businesses integrate many planning strategies. The financial advisors at Avalon will work with you to effectively plan for the future of your family business.

Solutions Suited for Your Business

At Avalon, we appreciate the fact that every business is different.  We strive to provide the best planning advice for your business based on the following guiding principles:

  • We understand that there is a vast difference in needs between a business that is just getting started and one that is mature. We listen to your story – where you’ve been and where you want to go and find the solutions best suited for your goals.
  • With our experience in the business environment today, we can advise you regarding relevant financial matters such as risk management, tax efficiency, and business succession/estate equalization strategies.
  • We work in conjunction with your advisory team (CPA, attorney, insurance agent, etc.). Building a strong team of advisors from all disciplines is essential.

Fee Only Advantage

In many cases, a family’s business is their most important financial asset and can often be the source of current and future income and wealth. Having an advisor you can trust is vital.  At Avalon, we do not receive commissions and are paid only by the annual flat fee from our clients. As your business looks ahead, Avalon will help ensure you are financially ready for the future.