Business Planning

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Sound Financial Advice
for Every Chapter of Your Business

We have worked with many business owners and understand the challenges and opportunities we have to assist them in growing and protecting their businesses.

Surrounding yourself in the early stages of your business with qualified wealth and insurance advisors provides you with the start you need to minimize long-term risk. We can assist you during every stage of your business journey.

  • Success and growth phase
  • Post-sale retirement
  • Business transition phase

We’ll Help You Make
Better Business Decisions

Our team has the know-how to assist business owners at each stage of the timeline. And because Evergreen works collaboratively as an ensemble, we’ll bring in the right individuals within our firm to help with:

  • Financial planning
  • 529 plans
  • Insurance solutions
  • Business exit planning
  • Personal lines of credit
  • Risk management
  • Deferred compensation plans

Structural Business Planning

A great idea does not make a business. Businesses need structure, and most owners of new businesses need counsel on that structure. We can help get you started and will assist you along the way.

Business growth – We can help you draft an estate plan, implement key employee compensation strategies and improve employee benefits to strengthen your business.

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Transitions – There are many different ways to transfer your business to the next owner, but few people understand the nuances of each. We can walk you through the emotional decisions associated with transitioning your business.

Post-retirement planning – Business owners’ lives are usually consumed with work, and many find they have a void that’s hard to fill when the time comes to call it quits. We’re here to guide you through those early adjustments.

Personal asset protection – How will you protect personal assets and find tax efficiencies? Should you register as an LLC, S-Corp, C-Corp or Partnership? We’ll help you make confident financial choices.

Qualified experts – With decades of experience, our financial advisors can help you find success, no matter where your business currently stands or where it is headed.

You don’t have to run your business alone. Evergreen’s experienced financial advisors are here to support you at every phase of your business. Reach out to us today to learn how we can help.

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