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Business Advisory Services

At Walden Investment Services, we offer business advisory services designed to help business owners and employees thrive. As a community-based financial firm, we care about nurturing the prosperity of your business. Your success relies on sound financial understanding and educated decisions.

Establishing Plans for Prosperity

We are honored to help develop and maintain plans to strengthen your business. We provide valuable guidance to optimize your business processes. We start by asking questions to get to the heart of what you want to accomplish and then assess what’s working in your business and identify where you can improve. We identify unnecessary risk exposure, find ways to economize and make recommendations for streamlining your expenses. We help to develop strategies for maintaining adequate cash flow and capital for growth, and we identify unnecessary risks, saving you time and money.

We can help you navigate and manage employee benefits, including Qualified Retirement Plans (QRPs), such as 401(k), 403b, SEP IRA, SIMPLE IRA, traditional and Roth IRAs.

Educating Business Owners

Understanding your financial strategies allows you to move forward with confidence. Our guidance puts you in a position of strength, empowering you to make decisions based in deep financial wisdom. We can help maintain your financial vision to keep your business moving in the right direction as you move from one stage to the next.

Business Transfer Strategies

Preparing plans for the transfer of your business is essential as you approach retirement. We offer guidance and advice during this important phase of your business. We review the consequences of financial, tax and estate planning decisions and balance the pros and cons of each decision. Our trusted partners gather to support you in making decisions that support your goals and vision for the business moving forward, assisting you in preparing appropriate Buy/Sell agreements or any other transfer methods. We guide you through each step of this transition process.

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