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?

Boosting Participation in Your Company’s 401(k) Plan

A big retirement investing tip is to start as early as possible—but convincing your younger employees to make larger deferrals is not always easy.

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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