Business Owner Services

We take our business seriously and know we can add value to your situation. Let us be your consultant and coach to help take your business to the next level. Below are our main areas of expertise.

Business Valuation

We will provide you with an estimated value of your business. This analysis will include key indicators, ratios and comparisons to similar businesses in your industry and similar size.

Entity Structure

Review of entities for liability protection and tax minimization with recommendations for improvement where possible.

Business Continuity Planning

Review of buy/sell agreements in case of retirement, disability, or death and plan for tax efficient business succession. Planning ideas to implement now to sell your business in a tax efficient manner.

Owner & Corporate Benefits

Review of potential benefit plans that can be used by business owners. These plans may include: Qualified Plans (401(k), etc.) | Non-Qualified Deferred Compensation Plans | Executive Bonus & Compensation Plans | Health & Welfare Plans | Other Fringe Benefits

Key Person Retention & Planning

Review of key personnel and exploring of methods to get your key employees to act like owners without giving them equity in the business.

Comprehensive Personal Financial Planning*

Personal Net Worth | Cash Flow Review | Asset Forecast | Investment Plan | Insurance and Liability Protection | Estate Plan | Personal Tax Planning

*Services offered through UNITED PLANNERS FINANCIAL SERVICES.  Rock House Financial and United Planners are independent companies.

RockSolid Business Diagnosticâ„¢

A comprehensive business diagnostic service which includes all of the services above and provides you with specific recommendations for tax savings, liability protection, employee retention, and personal benefits. The business diagnostic is comprehensive in nature and meant to combine the best possible outcomes for the business while weighing your personal needs, as well.

We hope that through this process we can help give you a clear picture of your potential future, save you money on your taxes, and help protect your business and families from unforeseen liabilities or events. We will provide specific recommendations, many of which will require further work and implementation and we hope that you utilize our services to implement the recommendations where possible.

Still have questions?

Let us know how we can help. We would love to hear from you.