Business Planning


Business owners often face decisions, options, and challenges that differ from those faced by others.

Yet it is highly advisable that business planning and personal financial planning be intertwined.  At Thorley Wealth Management, our approach is to look closely at both—examining operational issues, risk management, succession planning, and executive compensation. We also look at benefit packages, key employee insurance, and valuation.

Although business owners may be extremely capable of running their businesses, they often welcome our expertise and knowledge of financial strategies and nuances that can help them maximize the stability, continuity, and profitability of their practices.

In short, business planning is a critical component of wealth management, and a sophisticated and strategic plan for your business will be well coordinated with your overall plans for taxation, investments, insurance, estate, and retirement.


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