Key Areas of Financial Concern for Business Owners We have developed a series of sessions that we believe will truly help you as a business owner. Choose the sessions that interest you and join us! Know Your Current Situation Determine the value of your business.Create current balance sheet and income statements.Provide appropriate financial ratios. Take Care of Employees Create a process for hiring and evaluating. Provide incentives to increase loyalty and retention.Evaluate retirement saving plans and employee benefits. Business Structure Analyze your legal entity for:Maximum protection against liabilities.Effectively manage income and minimize taxes.Documentation for corporate resolutions, annual meetings, etc. Strategic Vision & Administration Formulate business vision, mission and guiding principals.Create a written business plan.Set and monitor cash flow (budgeting).Evaluate, educate and improve upon accounting and bookkeeping processes. Continuity Provide protection against death, disability of owners.Provide protection against death, disability and departure of key employees.Plan a strategy for the business to provide retirement income. Have Adequate Protection Worker’s Compensation.Commercial liability.Protection against loss or theft of hard business assets.Life insurance on owners and key employees.Disability insurance for owners and key employees.