Business Planning

Business planning can sound like a daunting task for a busy business owner, but we at North Mountain Financial work with you to make sure the process is smooth, easy, and does not take much of your time. Not every business is the same, much like our planning. Consider a cafeteria where you can pick and choose what areas you want us to focus on. Some examples are:

  • Business Formation Planning
  • Business Plan Writing
  • Efficiency Planning
  • Tax Planning
  • Succession Planning and Exit Strategies
  • Business Valuations
  • Employee Benefits and Administration
  • Financial Planning for Key Employees
  • Business Brokerage Services
  • Marketing/Advertising
  • Website Design and Hosting
  • POS/Credit Card Processing

North Mountain Financial believes in working with local businesses to make sure all your needs are met. We represent or have access to over 40 companies and have strategic relationships with:

  • Commonwealth Financial Group
  • Ash Brokerage
  • Colonial Life
  • iPayment