Strategic Financial Planning for Business Owners and Organizations
At Equitas Financial Services Inc., we work with business owners, executives, and organizations to support financial planning decisions that extend beyond the balance sheet. Corporate planning involves aligning business strategy with personal financial objectives, succession considerations, and long-term continuity.
Our approach focuses on clarity, coordination, and informed decision-making to help organizations and their leadership navigate growth, transition, and change.
Corporate Planning Services Include
Business Succession Planning
Supporting the development of structured succession strategies in coordination with professional advisors.Executive & Shareholder Planning
Addressing compensation, benefits, and long-term planning considerations for key stakeholders.Corporate Insurance & Risk Management
Reviewing insurance solutions designed to support business continuity and risk mitigation.Retirement & Benefits Planning
Helping organizations consider retirement and benefit strategies for owners and employees.Tax-Efficient Planning Considerations
Coordinating planning strategies with legal and tax professionals to support long-term objectives.Who This Is For
Our corporate planning services are well-suited for:
Privately held businesses
Business owners and founders
Executives and professional corporations
Our Approach
As a Certified Financial Planner® professional, we take a holistic view of corporate and personal financial planning. Our focus is on helping clients understand available options, assess implications, and make decisions aligned with both business and personal goals.
Next Step
We welcome the opportunity to discuss how thoughtful corporate planning can support your organization and long-term objectives.
Arrange a confidential consultation.