Business Planning

In my practice I work a great deal with business owners. From start up companies to companies that have been in business for three generations. Here are just a few common questions that I have been asked by business owners:

"With the current health care law changes, how does this affect my business today, tomorrow and in the future?"

"When is a good time to have a buy-sell agreement? And once we establish one when is a good time to fund the agreement?"

"I would like to sell my business in the next 1-5 years. What do I need to do as a business owner to set up my business to sell to a family member or a key employee?"

"How often should I review my employee benefits?"

"I have a business account established and it currently has a great deal of cash in it. Are there better alternatives for this account?"

"When should I incorporate and which corporation is best suited for my business?"

"We set up a buy-sell agreement years ago and haven't looked at it. Do we need to review it or fund the agreement?"

"I am starting a business and want to set up a retirement plan and employee benefits but how do I know which plans are right for my business?"

"How do I carve out benefits for my top employees?"

"How do I offer benefits to my employees without costing the company any money?"

Pemberton Financial & Insurance Services, Inc. can help you answer these and many other questions you may have in regards to your business practice.  Please do not hesitate to give us a call.

Neither Pemberton Financial & Insurance Services, Inc., its employees nor NYLIFE Securities LLC or its representatives render tax, legal or accounting advice.  Please consult your professional advisors regading your particular situation.


Market Watch

February 25, 2021 @ 10:39 AM

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Nasdaq Composite ETF -0.2%  
S&P 500 ETF -0.2%  

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.