Small Business Owners

Becoming a successful entrepreneur has always defined the American dream. Overcoming obstacles such as lack of capital to build a business that is able to provide for your family as well as your employees families, is the most difficult challenge. As a successful business, we understand that your business presents certain daily challenges that require a dedication and focus that many individuals are not able to sustain. It is that same dedication and focus to your business that can often distract you from fully realizing the investment options available to you if you separate your personal and business assets. We have been a small business owner for more than 3 ½ decades and this is why many small business owners turn to VAM.

 

Our first priority for our small business clients is to separate their personal financial circumstance from their business assets and help them gain control of each separately. One of the major issues most business owners eventually face is a lack of collaboration and coordination between the various professionals they work with. Over time, as your business grows and expands, the list of professionals you work with grows to include a CPA, TPA, Financial Advisor, Insurance Broker etc. Our firm offers a seamless collaboration method because we are already working with a team of professionals. If your company’s 401(k) plan lacks collaboration from other professionals, it can cost you time, money and a lot of stress.

What can we do? We can help you maximize your retirement plan benefits and with a few tweaks, reduce your current tax bill while you are also benefiting your employees. This will boost moral in the office and the employees will feel valued! Tax Planning-Business tax planning , CPA (tax savings) is part of every business plan.

Here are some of the business planning services we offer:

  1. Succession Planning.

  2. Continuity Planning.

  3. Benefits Planning.

  4. 401(k) Profit Sharing defined benefits plan.

  5. Tax minimization strategies.

  6. Business retirement plan design and implementation.