Business Planning

We have been business owners for over 30 years and we therefore have a very good understating of the challenges that entails.  How to manage employees, what type of benefits to provide, how to preserve the business and provide knowledge to the family now and in the future are just a few of the issues that need attention.  It is our goal to help business owners navigate through the complexities of running a successful business.  We recognize that most business owners are entrepreneurs who prefer to spend their time doing what they love to do.   They don’t necessarily have time and or interest in directing their attention away from managing their company to deal with the many issues that go into enhancing the success of that which they have worked so hard to create.

At AFA we are here to help employers determine the appropriate business structure, manage taxes, navigate through the various employee benefit plans and customize plans to their business. We also explore the various ways to get the maximum personal benefit out of the business.  Employee retention is necessary for the future success of any business and we can give you insight into how to retain those key employees.  Risk management is a critical element  of maintaining the business in it’s current state.  It is also important to position the business to ensure that there is something left for the heirs in the event of an unexpected experience.  Owning a business can be fun and exhilarating or all consuming emotionally draining.  We are here to let you do what you do best and help you with the rest.

We Offer . . .

• Retirement plans
• Employee benefits plan design guidance
• Cash flow management
• Key personnel incentives