Small Business Guidance
Old Forge Wealth Management provides strategic financial planning and management services for small business owners.
Business Planning
- Strategic financial planning
- Cash flow management
- Growth strategies
- Risk assessment
- Succession planning
Employee Benefits
- Retirement plan selection
- Benefits package design
- Executive compensation
- Key employee retention
Tax Strategy
- Business structure optimization
- Tax-efficient operations
- Quarterly planning
Risk Management
- Insurance needs analysis
- Buy-sell agreements
- Key person insurance
- Liability protection
- Business continuation
Implementation Process
Business Analysis
- Financial position review
- Growth potential assessment
- Risk evaluation
- Market analysis
- Competitive positioning
Strategy Development
- Business plan creation
- Investment strategies
- Tax planning
- Succession planning
- Employee benefits
Ongoing Support
- Regular business reviews
- Strategy adjustments
- Market monitoring
- Performance tracking
- Risk assessment
Let's Get Started
Contact us to develop strategies that support your business goals and protect your enterprise value.