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Business Planning


Closely-held business owners and owners of a professional practice have unique financial needs.  We can help you determine the best strategies to mitigate your exposure to taxes and liability while helping you to maximize your business’s potential.

From business planning to ongoing services, The Shobe Financial Group offers guidance and support to help you:

  • Develop your business plan
  • Analyze cash flow
  • Create a strategic financial plan
  • Design compensation plans for owners and key employees
  • Determine and establish an appropriate qualified retirement plan
  • Establish non-qualified plans for key employees
  • Mitigate the impact of taxes—for you and your business
  • Plan and structure the sale or transfer of your business

For more information on these services, please Contact Us.