Business Planning

As a dynamic, high-energy, client-focused and result-oriented organization we prove that using the same strategies that have made our clients successful in their personal financial planning will help them achieve success in their business financial plan.

The Westerman Group, LLC has many years of in-depth experience in working with their clients’s, their employees and constituents in determining and implementing sound business planning strategies.

Some of the specific services we provide include:

Business Ownership Planning: We will discuss specific items of interest concerning your business and your ownership of that business.

Business Succession Planning: Our process includes an analysis of the current state of the business that focuses on the business owner’s goals for the future progression of the business. After the owner establishes the goals for the future, alternatives and strategies addressing the continuity or disposition of the business upon death, disability, retirement or decision to sell are provided.

Business Valuation: This process provides an analysis of your company’s current financial status along with recommendations to address topics such as exit planning, retirement income, business protection, wealth transfer, survivor income, and income protection.

Executive Compensation Planning: We focus on the analysis and recommendation of various compensation strategies to attract, retain and reward key employees of the business. Objectives of the business owner and the financial and legal structure of the business will be reviewed and taken into account in the analysis and recommendation of the current situation.