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.
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.
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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