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Business Planning Services

Business Planning Services

We use several creative financial tools and processes that can help you more effectively and efficiently finance a small business, provide better financial incentives for employees, and more cost-effective stability for you, the owner. 

We collaborate with entrepreneurs to help grow and protect the value of their business.


Business Succession 

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Succession planning is a critical factor for the long-term success of any business and especially for family businesses. Leadership transitions in business affect the entire organization's continuity, employee retention, client retention, and returns on investment. Business succession is the sale or transfer of ownership of your business to another party through a sale or succession plan. Sedway Financial can help you create a smooth transition for your business no matter how you transfer it to its next steward.

Business Protection

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Your business can encounter periods of turbulence. By working with us to create a business protection plan that includes insurance and funding strategies, you will know that your business is secure. 

  • Key Employee Coverage
  • Business Loan Repayment
  • Operating Expense Funding

Employee Benefits

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Employee benefits are designed to accomplish several important goals. They can provide your workers and their families with financial protection in the event of an illness, injury, death, disability, or unemployment. They also act as recruitment tools and can help keep employees happy and productive.

  • Group Health, Life & Disability Insurance
  • Qualified Retirement Plans
  • Non-Qualified Key Executive Compensation

Sedway Financial can help you plan for and manage your business by creating strategies to transfer ownership, protect your enterprise, and incentivize and protect your employees.

Additional Resources

Investing in Yourself

Investing in Yourself

Learn how financial planning can help small business owners design the life —and live the lifestyle—of their choosing in their retirement years.

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<p>4 Ways Whole Life Insurance Can Help with Business Expenses</p>

4 Ways Whole Life Insurance Can Help with Business Expenses

Owning a small business is a dream for millions of Americans. Starting a business is exciting. It is also a huge commitment that comes with a unique set of challenges....
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Please call us at (800) 925-2050 or Schedule an Appointment with us today to discuss your situation.

What if you could choose how you paid your financial advisor?

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