Built For Entrepreneurs

No matter which stage your business is in, you need a holistic financial plan that takes into account where your business is now and what the plan is for the future.

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How we help business owners:

Financial Planning

Workplace Retirement Plans

Tax Planning

Investment and Insurance

Company benefits

Exit strategies

At Summit Financial, LLC, I focus my team's service to provide unique solutions that answer a business owner's unique needs, and we focus your financial plan so it takes into consideration all of your company and personal plans.

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Preparing For a Business Valuation: A Guide For Small Business Owners

January 3, 2025

Preparing for a business valuation doesn't have to be complicated. This quick guide will help you understand the methods and steps required to calculate the value of a business.

Beginning the Business Succession Process: A Guide for Business Owners

January 3, 2025

While your day-to-day focus is on running your family business, it's important to keep an eye on the future as well. If you haven't considered business succession planning yet, here's where to start.

Succeeding at Business Succession

January 3, 2025

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Insurance Basics: Business Insurance

January 3, 2025

Have your clients insured their business? Use this article to connect with them and ensure that all their hard work is protected.

Why Retirement Planning Is Different for Business Owners

January 3, 2025

This blog will discuss how retirement planning for business owners differs from retirement planning for employees.