Business Planning

Strategies and solutions for corporate planning abound. What works best for one business owner may not fit another. Tax and non-tax considerations must be weighed to determine what works best for a particular business owner. Every case is unique and requires careful analysis of all relevant facts.

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It is important to understand one’s “Why,” core purpose and long-range plans before proffering recommendations. Asking the right questions is the first step to identifying blind spots and developing a clear picture of priorities.

The Right Questions

  • What are the short-, mid- and long-term goals for the company?
  • Could the company survive without the owner/leader?
  • Where would you like to see your company in 10 years?
  • Do you have a succession plan?
  • Has your company been appraised?

Challenges Often Equal Rewards

Few challenges demand more of a business owner than successfully passing the family business to future generations. Yet when properly executed, the rewards are numerous. Family members have a special opportunity to preserve the hard-earned institution that reflects the family’s ideals and goals. Perpetual planning, when done correctly, can provide quantifiable and lasting results.

Business owners face many challenges independent of running their company; fringe benefit planning, qualified retirement plans, buy-sell arrangements, and operations represent only a few.

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Improving your business begins with a thorough analysis of your current situation. Coupled with a clear understanding of where you want to go, we can determine which planning strategies most effectively help you reach your goals. Using our Second Opinion Serviceâ„¢, we provide a report card that illustrates and demonstrates the strengths and weaknesses of your existing program, along with recommendations for improvement.

In observance of Good Friday, OmniStar's office will be closed Friday, March 29th. Happy Easter!
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