Business Services

As a business owner, you recognize that being your own boss certainly has its perks. At the same time, it’s a huge financial responsibility. That means it’s critical to have a solid financial plan. As business owners ourselves with decades of expertise in the corporate arena, we serve as your coach and sounding board. Fortune Financial deploys our knowledge to make sure you’re making the right decisions along the way.

At Fortune Financial we understand how inextricably linked your business and personal finances are. We’ll work with you one-on-one to develop a comprehensive financial plan tailored to what you want your money to do for your business — and for you.

Services include:

Business Consulting

  • Growth strategies
  • Business debt management and cash flows
  • Optimizing business valuation in advance of sale
  • Executive & management retention strategies

Tax Planning Strategies

  • Business tax planning
  • Effective design of employee incentive programs

Business Succession and Exit Strategies

  • Buy-sell and transfer agreements
  • Business valuation consulting services
  • Wealth transfer and tax strategies on sale of business
  • Distribution strategies on business income

Gap Analysis

  • Life, disability, key person and other insurance needs assessment

And so much more! Contact us today to schedule your appointment.