Planning for Entrepreneurs

women entrepreneursWe work best as the CFO for entrepreneurs who work hard for their companies and families. Our clients believe in the custom goal-driven financial plans. Between the office and being present with loved-ones, we allow our clients to take the time to illustrate their top priorities through their own financial plans as well. 

Executive Benefits

  • For highly compensated employees and executives whose coverage may not meet their financial needs, because of potential compensation incentives and bonuses.

Strategic Tax Planning

  • The importance of tax planning doesn’t diminish as you approach and enter retirement. It arguably becomes even more important, as lowering how much tax you owe can help your nest egg last longer.

Retirement Accounts for the solo-prenuer: SEP IRA

  • Your business may be your primary source of income and — on some days — your biggest headache. We can help alleviate that pain.
  • When considering a qualified retirement plan for your employees, you may want to consider two plan types that are designed specifically for small businesses: a Simplified Employee Pension (SEP) and a Savings Incentive Match Plan for Employees (SIMPLE).

Business Succession Planning / Selling the Business

Business owners may be too busy dealing with everyday business needs to consider the tough issues of succession planning. The earlier you start succession planning the better your outcomes can be. Start today to ensure the sustained success of your business. Whether you realize it or not, knowing the value of your business will have a big impact on both your personal and business planning. Johnson Generational can help create a clear picture of the value of your business so you can prepare for the future.