BUSINESS SERVICES

In the early years, the lines between your personal finances and the finances of the business can be very blurry.

When you add employees and executives, those lines become more clear but often more complex. Wherever you find yourself (even planning to start a business) we are here to help and to grow with you and your business. Our assessment process will help you identify where you and your business are in the growth process and the key areas of planning that should be front and center.

PLANNING FOR TODAY

  • Business Valuation
  • Executive Compensation Plans
  • Employee Benefit Planning
  • Risk Management

PLANNING FOR TOMORROW

  • Buy/Sell Funding
  • Key Employee Planning
  • Retirement & Profit Sharing
  • Owner Exit Strategy

Beyond the start-up phase, all planning – both personal and business – largely hinge on the understood value of your company. There are many ways and methods of doing a valuation. While certified valuations may be required in the future, they can take months to complete and cost as much as $10,000 or more. We offer an informal valuation to assist in your planning efforts.

For a complimentary report on your company that details different valuations and Key Performance Indicators benchmarked to your industry, you can access our valuation software here. Once complete, we’ll reach out to discuss the results of your report.

HTK does not offer tax, legal, or business valuation advice. Biz Equity is unaffiliated with HTK. Trademarks belong to their respective owners.

Ready to connect the future to the present?

It all starts with a call. Let’s talk more about your future, your present, and the path that will connect the two. If you have questions and want to start with a conversation, click on the “Book a Consultation” button. If you’re ready to dive in head first, click the “Get Started” button to start our onboarding process.

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*Registered Representative of, and Securities and Investment Advisory services are offered through Hornor, Townsend & Kent, LLC., (HTK), Registered Investment Advisor, Member FINRA/SIPC, 130 Springside Drive, Suite 100, Akron Ohio 44333, 330-668-9065. 21st Century Financial and other listed entities are independent of HTK.  HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation.
**Jameson Lett is securities licensed in CA, FL, IA, KY, MA, NE, NV, OH, TN, TX, and WA. Jameson Lett is insurance licensed in AK, CA*, FL, KY, MA, NE, NJ, OH, TX, and WA. *CA insurance license number 0M53189
***Check the background of your financial professional on FINRA’s BrokerCheck
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