Small Business Financial Planning Services
> Lease vs. Buy Analysis
> Investment Portfolio
> Business Planning
> Tax Planning
> Risk Management
> Employment Benefits
> Business Succession
Lease vs. Buy Analysis
Business owners need to know which financing method will work best for them when its time to grow their businesses. Depending upon the price of the equipment and its useful life, it may be better to lease rather than purchase. Let us crunch the numbers so you can make the best decision for your business.

Investment Portfolio Design & Management
We will evaluate and/or create your investment portfolio based on careful analysis of your risk tolerance and liquidity needs. We’ll discuss various investment alternatives, concepts, and strategies, along with their potential applications in your portfolio, taking into consideration your age, tax bracket, needs and goals.

Business Planning
When it’s time to exit a growing business, owners are typically concerned about the best way to step down and receive the maximum return for their investment. Sadly, many owners only sell when they become worn out from everyday operations. However, a well-designed exit plan will ensure you and your family receive the full value of your investment. We’ll also work with your partners to set up a buy/sell agreement to ensure your family receives the full value of the business should you unexpectedly die.

Tax Planning
We’ll provide an analysis of your prior, current and future federal and state income tax liabilities, discuss methods to reduce or defer income taxes, and explain the impact of these strategies.

Risk Management
We’ll provide an analysis of all existing insurance policies and evaluate your current and potential future risk. We’ll help you identify the appropriate amount of insurance necessary for your unique situation and provide a list of relevant insurance products in the marketplace.

Employment Benefits
We’ll provide an analysis of existing group benefits, executive compensation, qualified pensions and profit sharing plans, and provide recommendations on available alternatives.

Eisenmenger & Company CPAs | Eisenmenger Financial Mgmt. Co.
Empowering you to reach your financial goals
330 S. Naperville Road; Ste. 400 Wheaton, IL 60187
(630) 871-8900 phone | (630) 871-8950 fax
email

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