Key Objective Planning

Financial planning services for the entire business life cycle.

There are 4 stages of the business life cycle – Start Up, Growth, Maturity & Transfer. Each present their own unique needs and planning opportunities that GFG Solutions can help you better prepare for and manage.

As a business owner, it’s important to understand that the strategic decisions made within your business may impact your personal financial planning. At GFG Solutions, we are able to ensure that both personal and business planning work in tandem, getting you the most out of your finances at home and at work.

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Expert Financial Planning for Every Stage of Business

We work with you to define a clear picture of your financial future – whether that be 3 years from now or 30, our planning services offer confidence and clarity every step of the way. Here are some of the ways we can help:


Business & Key Objective Planning

  • Qualitative & Quantitative Goal planning
  • Board of Advisors Creation
  • Written Road Map w/ Action Plans

Risk Management

  • Risk Analysis
  • Liquidity Planning & Cash Reserve Management
  • Insurance Audit
  • Financial Position Review
  • Executive Summary w/ Objectives Created

Business Succession

  • Master Ops Agreement
  • Transition plan in the event of death or disability of an Owner


Key Objective & Growth Planning

  • Cash, Capital & Debit Management
  • Tax & Risk Diversification
  • Key Employee Retention & Comp Strategies
  • Refine Business Goals & Metrics

Risk Management

  • Entity Structure Recommendations
  • Buy/Sell Agreement Funding
  • Cash Flow Analysis
  • Key Info & Legal Audit + Coordination with Other Advisors

Tax Planning

  • Adjusted Gross Income Tax Strategies
  • Coordination with Tax Professionals

Business Succession

  • Written Exit Strategy
  • Identity Protection Plan


Business & Key Objective Planning

  • Monitor Key Performance Indicators
  • Board of Advisors Creation
  • Business Valuation
  • Liquidity & Bonding Strategies
  • Employee Stock Option Plans
  • Deferred Compensation Plans
  • Capital & Debt Management
  • Benefits Package Review Rank & File and C Level

Risk Management

  • Continuation Planning
  • Access to Advanced Market Consultant

Tax Planning

  • Cost Basis Planning
  • Business Transfer of Value Tax Planning
  • Tax Mitigation Strategies
  • Charitable Gift Planning

Business Succession

  • Determine a long-term transition/transfer strategy
  • Succession Plan
  • Buy Out Strategy G1 to G2

Get Control Over Your Finances.
Plan Today, Prepare for the Future.

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