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Business Planning

Making Your Life’s Work, Work for You

Whether you’re looking to hand over the reins of the family-owned farming business or you happen to own a small retail store down the street and need to find synergy between your personal and professional life, our team at Nichols Financial Strategies is here to help guide you through all seasons of wealth – and life. We’re a group of people you can trust and depend on, no matter the complexity of your situation. Our 4-step process is designed to fully comprehend your challenges, thoughtfully recommend a combination of strategies, and establish a plan that enhances the value of your business so it works for you:

DISCOVER

We thoroughly examine your business structure and perform risk management analysis. 

RECOMMEND

We draft a recommendation that considers a number of factors, including asset protection planning, tax planning, succession planning, employee planning, transition planning, and buy/sell agreements so your goals are clearly defined and you maintain financial continuity.

EXECUTE

We help implement the strategies recommended by building a seamless financial plan.

MONITOR

We proactively review your business to ensure our plan stays in alignment with your personal goals.


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