Business Services

Build Your Legacy Now

As an entrepreneur, you face unique opportunities and challenges as your business goals and family vision are closely intertwined. Your financial plan must consider the role of your business in achieving your vision, especially when the business represents the largest portion of your assets. The CF Financial team is experienced in executing key strategies throughout the business cycle to help you build, protect, and harvest the value of your business including:

  • Business succession
  • Key employee retention strategies
  • Business owner protection
  • Buy / Sell agreements
  • Qualified retirement plans
  • Business valuations
  • Tax minimization solutions

Complete the form below to schedule an initial consultation with one of our partners.