Business Advisory Services

Business Advisory Services from Cornerstone Financial Group

The Cornerstone Financial Group delivers value by providing independent business advisory services to small and independently-owned businesses and farmers. We help you create a master plan for your business which encompasses the following:  strategies that seek to maximize the value of your business, strategic financial planning and eventually selling your business and retiring.

Allow our professionals to do an in depth analysis of your business to uncover factors you may have overlooked which can potentially increase the value of your business.  Do you realize there are at least 50 factors to consider that could, when strategically addressed, increase the value and profitability of your business?1  Our team can help you identify the areas that can make the largest impact to your bottom line, and guide you in putting a master plan in place.  We want you to succeed in your operation and be prepared for the next chapter in your life, whenever that may be.

Our specialists combine insight and innovation from multiple disciplines with a wide range of business and industry knowledge.

cfgiowa_busines-meetingOur Business Advisory Services include:

  • Business Value Enhancement Strategies
  • Business Exit Strategies
  • Business/Commercial Debt Review
  • Buy/Sell Agreements
  • Corporate Retirement Plans
  • Cross Purchase Plans
  • Key Man Insurance Strategies
  • Employee Benefits Analysis
  • Money Purchase Plans
  • Profit Sharing Plans
  • Defined Benefit Plans
  • Deferred Compensation Plans
  • Self-Employed Retirement Plans
  • 401(k) Plans
  • 403(b) Plans
  • Simple IRA and 401(k) Plans
  • Section 529 Payroll Deduction Plans

(Hourly or fixed rate for services offered through Cornerstone Financial Group)

For more information on our Business Advisory Services, please contact us through the page in this website.

1 – Exit Planning Institute