Business Planning
How can we shorten the gap between your Gross and Net Profit?
Our advisors assist in all facets of business ownership from business acquisition, operation, and the exit - we have you covered. We strive to mitigate your business’ risk through strategic tax planning, business valuations, wealth accumulation, employee benefits and incentives, and more.
We Ask The Important Questions
What sets our Advisors Apart From the Rest?
In this day and age truly anyone can help you run a business, but what sets Croker Group apart is our financial advisors are fiduciaries, which means they have to do what's in your best interests at all times. We have a unified vision with our customers. With our fee-based models through Lincoln Investment, as your account grows, we grow. Some other advisors may operate under a suitability model, where they might get paid an upfront commission and future service may suffer. Which model would you prefer?
Our financial professionals build customized portfolios depending on where you live. We have clients all over the country where we have developed a personalized plan with strategic investments personalized for you. Our goal as advisors when building our clients’ portfolios is to sit down and learn about you, your business, your goals, the timeline of the goals, and what we can do to help you achieve those goals.
Increase Net Revenue Line
Every business has its gross revenue, expenses, and net revenue. We discover all options to increase your business net revenue line, whether it be through employer-employee stocks, repurchase programs, SEP IRAs, Simple IRAs, key person insurance, life insurance policies, health insurance, or supplemental insurance like cancer and heart insurance. We help bolster your business’ portfolio to help you be properly prepared while you’re running your business.
Tax Solutions
Is your business maximizing the options available from a tax perspective to make sure you’re realizing as much gain as possible within your business? Effective tax planning can save you money and allow you to reinvest into your life or company. We build plans for your business that involve creating or rearranging your company’s corporate structure, planning for the expansion and location of your business, or getting you in touch with the right parties.
Turn to Us When You Have Questions
One of the biggest strengths of working with Croker Group Wealth Management is we can solve your tough questions and point you in the right direction whether that is with or without our firm. Do you need help finding a business broker to help sell your business? We have you covered. Do you need assistance finding a real estate agent to help sell your building? We have you covered. Croker Group works with you to put in place the right steps for every transition in your plan.
Talk with one of our advisors about your business
We recognize that every business is different and requires specialized solutions. That’s why it’s crucial to have a financial advisor trained in helping your specific business thrive. Whatever your business’ goals are we will make a systematic plan to help you get to your goal. Talk with one of our financial advisors today!
