Business Planning

Helping small and middle market business owners with key strategic needs such as access to capital, employee retirement plan administration and a variety of exit strategies.

What to Look for in Your 401(k) Service Provider

Choosing a 401(k) plan can be an overwhelming task. Here are some tips to help you choose the right plan.

Your Responsibilities as a Retirement Plan Sponsor

Did you know most of your employees could be relying heavily on your company’s retirement plan to save for their future?

Preparing for the Transaction of A Lifetime

Selling a business should be the reward for years of entrepreneurial savvy and hard work. Here’s how to make the process go smoothly.

Boosting Small Business Benefits

Growing businesses want to offer retirement plans, but can face a host of challenges. New solutions may be their answer.

Products and Services For Business Planning

Business Planning

Focusing on the factors that make a difference in your business —from your perspective on ownership, control and liquidity, to the key challenges and opportunities you may face.

Cash Management and Capital

The lifeblood of any business is cash, whether accessing capital or managing receivables and payables. We can help review the strategies you have in place and, if appropriate, share alternatives to consider.

Retirement and Benefits

Helping businesses review employee benefits including retirement, stock incentive plans, nonqualified deferred-compensation plans and employee-retention strategies.

Succession and Exit-Planning

Planning ahead is vital as you look toward the next chapter of your business’ history. Whether selling a business—in whole or in part—or passing one on, we can help craft a variety of different exit strategies.

Ready to start a conversation? Contact The Berkheimer Group today.

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