Business Owners

Focused On Your Success

Focused On Your Success

As small business owners based in Clovis, we understand the daunting task of managing a business while also ensuring you are making prudent financial decisions on a business and personal level. Too often business owners neglect their personal financial lives as they are consumed with running their business. We assist fellow Central Valley business owners in a variety of capacities:

Developing an exit strategy

Valuing the business

Establishing and maintaining employer-sponsored retirement plans

Creating unique financial strategies to recruit, reward and retain key employees critical for long-term business success.

Consulting: SWOT analyses, expansion/acquisition opportunities, business financial management strategies, economic efficiency studies