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Business Planning

Sole Proprietorships, Partnerships, Corporations and Limited Liability Companies

Planning is one of the most important parts of running a business. Whether you’re a large multinational corporation or a small business, Semler Financial Group has the knowledge, experience and resources to help keep your company on track.

Business Services at a Glance

In a business world that is constantly changing and increasing complex, there is one constant: a good advisor can help you make sound decisions.

Items We Address

  • Business Transition Strategies
  • Business Continuation Concepts
  • Attract and retain valuable employees
  • Reward key employees
  • Retirement Readiness
  • Business Owner buy/sell agreement funding
  • Retirement plan design consultation