Business Planning

For most business owners, the business is their most significant asset, and the financial success of that business has an immediate impact on the economic security of their families.

Business planning incorporates tax planning, risk management, and succession planning. It is imperative that your financial, tax, and legal professionals work together as a team. Our process coordinates the management of your business throughout its life cycle, including common management issues such as choice of business entity, employee benefits, and succession planning.

Without proper planning, you may have difficulty tapping the value of your business to support you during an unexpected illness or disability and during retirement. We work in concert with your other advisers to ensure a well-managed and sellable business.



  • Facebook Clean
  • Twitter Clean
  • LinkedIn Clean


​150A Andover Street, Suite 4-B, Danvers, MA  01923

Phone: (866) 661-9066    |    Fax: (978) 774-2066

This communication is strictly intended for individuals residing in the states of CA, CO, DC, DE, FL, MA, MD, ME, MI, NH, NJ, NY, OR, PA, TX, VT, UT.  No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.  Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Adviser.


Privacy Policy


© Copyright 2020