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Your business is like one of your kids. There are days that you love it and would do anything for its success. And there are days that it frustrates you beyond belief. We get it. 

We understand that you go through those emotional ups and downs because of the promise of the financial reward and the impact your business makes to your family, to the families of your employees, and to those of the clients your serve. 

How will you build wealth through your business? How will you transfer that wealth from your business balance sheet to your personal balance sheet? How will you care for both this generation and the next with that wealth?

PFP is here to help answer these questions. 

Our firm will work with your existing team of attorneys, CPAs, and other professionals so you can spend your time on your highest and best use - running your business. If you don’t have an existing team, we will help you identify and establish a one so that you can be free to serve your clients and grow your business. 

Our business planning solutions include:

  • Business Valuation
  • Group Benefit Plans
  • Wealth Steps - Corporate Financial Wellness Program
  • Qualified Plan Design, Implementation, and Management
  • Executive Compensation Strategies
  • Buy-Sell Planning (Structure & Funding)
  • Succession Planning / Exit Planning
  • Tax Strategies
  • Estate Planning

Possibly your most valued financial asset, your business deserves the professional attention of Profectus Financial Partners.  We will help you to identify and understand the key metrics that drive the valuation for your business and help you to implement the proper solutions to enhance the value of your business.  We will then design and implement solutions to systematically convert your business wealth into personal wealth, without impairing the continued growth of your organization.

Schedule a discussion with one of the business advisors at Profectus Financial to determine if they would be a good addition to your team.