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
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.
- Retention of the Business for the Family
- Sale of the Business to Co-Owners, Employee or Third Party
- Planned Liquidation of the Business
Business Protection
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
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
Learn how financial planning can help small business owners design the life —and live the lifestyle—of their choosing in their retirement years.
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?