Business Planning
Guiding your business towards success
As your business expands and evolves, your needs and challenges grow more complex. Blair Financial Services is here to assist your firm in developing a secure and sustainable plan. We specialize in retaining key employees, navigating transitions, addressing milestones, managing unexpected events, and overseeing critical financial matters.
By helping your company create a secure, sustainable plan, we ensure you can retain key employees, effectively manage change, address milestones, and navigate unexpected events.
Below are critical concerns and uncertainties we assist clients with, based on their stage of business.
Established Business
Compensation for key executives
Enhanced owner compensation
Capital gains issues/tax
Business Continuation
Succession Planning
Growing Business
Business Continuation Planning
Attracting and retaining key people
Employee Benefits
Retirement Plans
Building Business
Retaining key people
Attracting the right people
Debt financing risks
Loss of owner
Integrated Solutions
At Blair Financial Services, we understand how daunting it can be to navigate the marketplace and make informed decisions. We simplify this process for our clients by offering a clear, integrated approach to developing effective competitive plans. Our integrated solutions take an Elevated Viewpoint, uncovering unmet needs through a thorough analysis of your current program’s capacity to provide a competitive advantage.
This includes:
- Key Employee Coverage:
- Individual Insurance
- Group Insurance
We work to align plans with your corporate philosophy, culture, future plans, and business concerns. Your organization’s needs, goals, and priorities inform the creation of a program that can guide you from business building to enterprise and from ownership to retirement.
We construct a plan, negotiate on your behalf, and assist you with:
- Employee Benefits Consulting
- Business Insurance Planning
- Succession Planning
- Business Continuation Planning
- Personal Wealth Management & Planning
- Personal Insurance Planning