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Business Planning

It's Not Just Personal

If you’re a small business owner, you know how challenging it can be to run your personal finances and your business books.  Often one gets more attention than the other, and through brute force and sheer will, you manage financial success.

At Basepoint Wealth, we are here to help you make sure that all aspects of your finances are in order.  With our help, you can simplify the process by integrating your business and personal planning—finding efficiencies that may create more personal wealth. This often includes a combination of strategies to reduce taxes and enhance the value of your business.

Business Planning Services

  • Cost Segregation
  • Pension Planning
  • Debt Analysis
  • Buy/Sell Agreements
  • Risk Management
  • Corporate Finance
  • Asset Protection
  • Exit Planning