Achieve New Heights!
Starting a business requires a leap of faith. Running and growing that business requires much more – including the ongoing counsel of a financial advisor who not only understands the challenges of operating a successful business, but also understands you, your personality, and both your personal and your professional goals.
All of us here at Eagle Financial Solutions are dedicated to helping you identify optimal areas of growth, increase your profitability and income, mitigate the impacts of market downturns, weigh M&A opportunities, improve or maintain employee engagement, and avoid expensive tax decisions.
Our extended team of CPAs, tax attorneys, actuaries, engineers, third-party administrators, and other professionals are committed to helping you reduce your taxes and grow your business.
Business Planning Solutions
Business Strategy
We realize that helping our clients run a successful business requires more than just balancing ledgers and filing taxes. Our immediate team of advisors and extended professionals works with business owners and executives to provide a full range of strategic services.
- Financial Forecasting. Whether you’re just starting a business, hitting your stride, preparing for an expansion mode, or approaching a potential acquisition; forecasting sales, expenses, market share, profitability, staffing needs, and more is critical to your success. Our advisors will help you navigate this process and develop forecasts that will provide confidence and direction for everyone involved.
- Exit & Succession Planning. Leaving – or just thinking about leaving – a business can be harder than starting and growing one. But ignoring it can lead to huge lost equity and opportunity. Our team of advisors has helped hundreds of business owners navigate this complicated, highly personal, and often emotional process.
Protection & Risk Mitigation
You’ve worked hard to get your business to the point it is today. And neither you nor we want you to lose that. Our team is dedicated to helping protect your business and mitigate any risks that can jeopardize your success.
- Buy/Sell Agreements. Whenever two or more people go into business together, it’s important to have an agreement in place to determine how one of the owners can sell or transfer their ownership stake, as well as what happens to an owner’s share of the business upon leaving the organization. Our team has been helping business owners establish buy/sell agreements for over 20 years, and we have the experience to create an agreement specific to you and your business partners.
- Key Employee Coverage. Many small businesses would be in a precarious spot if one of their key employees were to unexpectedly die. Your Eagle advisor can help you identify these employees and establish the correct insurance policy to give your team the cushion necessary to find and/or train someone to fill the vacancy left by the untimely death.
Employee Benefits
Certain employee benefits are expected and even required, almost table stakes in some industries. But by selecting and offering the right mix of benefits for your team, your benefits package can play a key role in attracting and retaining desirable team members.
- Flex&Soar. For those employers who want to provide a unique employee benefit to attract, reward, and retain key employees, we often recommend Flex&Soar. By strategically implementing a Flex&Soar program, you can retain key employees, improve cash flow, and securely grow both your wealth and the wealth of the company. Learn More.
- Employee Retirement Plans. A common – but not required – employee benefit is a retirement plan to which both the employee and employer contribute. For most businesses, the best type of plan is a 401(k), but for some organizations, a 403(b), Simple IRA, or SEP IRA is a better choice. Our advisors can help you determine which is best for you and your team, and also assist in the selection of providers, set up of plans, and ongoing administration and coordination.
Want to learn how we can help you and your business?
Go Beyond! ...with Flex&Soar
Go beyond typical life insurance and employee benefits by offering a Flex&Soar policy to your key employees.
- Retain Key Employees
- Improve Cash Flow
- Securely Grow Wealth
- Plan for the Future
- Achieve Business Objectives
By strategically implementing a Flex&Soar program, you will be providing tangible and valuable benefits to your key employees, to your business, as well as to you and your family.