Focal Point Financial Strategies

Business Planning


Business Planning

Focal Point Financial Strategies specializes in helping small businesses and medium-sized businesses succeed.

We understand small and growing businesses. Because that’s what we are.

There are some things you can’t fully understand and appreciate unless you’ve experienced them. Like skydiving. Or giving birth. Or being in business for yourself. All three are both thrilling and a little scary. We get what it’s like to run your own business, because we’re living it. So you can count on planning advice that comes from a genuine appreciation for your goals and challenges. 

No matter where you are in the business owner cycle, we can help. 

Maybe you’re thinking about starting a business. Maybe you’re looking to expand. Or maybe you’re ready to move on from your business, but want to help assure its continued success. Here are the various services we offer business owners like you—

  • Business Stages

  • Business Valuations*

  • Business Succession/Exit Planning

  • Financial Wellness/Retirement Readiness

*Business evaluation used for the sole purpose of giving our client a fair and unbiased assessment of where the business stands and how it relates to their financial strategy. It is not intended for tax or potential selling purposes.