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Business Planning

Solid businesses are built through effective planning.

Be confident in the long-term success of your organization with business planning strategies by Pinnacle Group. We partner with business owners and executives to address unique financial issues that can directly impact growth and stability, including corporate financial planning, risk management assessments, employee benefit plans that support recruitment and retention, and more.

Asking the right questions.

How would the death, disability, or retirement of a key employee or owner impact the success of your organization and its various stakeholders?

Our business planning services cover:

  • Business succession
    Developing an understanding of your unique business succession risks, concerns and objectives is the first step. We will work with you and your advisors to develop and implement strategies and solutions that help meet your goals.

  • Executive benefits
    We provide guidance in identifying and implementing special benefit plans that support your strategies to help recruit and retain your key employees.

  • Corporate financial planning services
    Providing employer-sponsored financial planning services for owners and key employees can be a valuable employee benefit. It provides the opportunity to help your key employees with their financial confidence. It also helps to strengthen the relationship with your top employees.

  • Managing risk
    We help you to identify the risk associated with death, disability, and retirement of your key employees. Many times it impacts more than you think. We create solutions to manage the impact of that risk.

  • Retirement planning
    We help assist you and your advisors in identifying the type of retirement plans that are appropriate for your business. This includes 401(k) plans, profit-sharing plans, SIMPLE IRA plans and other specialized plans.